Purse Strings Approved Professionals

 
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Maggie Koosa Purse Strings
Financial Advisor
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Maggie Koosa
Financial Planning Advisor, The Alchemists, Your Wealth Concierge
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I help women learn more about and better understand their financial lives. Improving cashflow and being more intentional about what we do with our money Read more...
SPECIALTIES
  • Financial Planning
LOCATION
37RP+3R Dearing
.
.
.
United States
SERVING:
All 50 States
Brooklynn Chandler Willy Purse Strings
Financial Advisor
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Brooklynn Chandler Willy JD, RFC, CDFA
CEO, Founder, Texas Financial Advisory
OVERVIEW OF SERVICES
Asset Management, Estate Plans, Investing
SPECIALTIES
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Tax Preparation
LOCATION
20650 Stone Oak Pkwy
San Antonio
Texas
78258
United States
SERVING:
All 50 States
Virtual Appointments Available
Deborah Agrafojo
M&A Advisor
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Deborah Agrafojo
Managing Partner, Touchstone Advisors
SPECIALTIES
  • Business Financials
  • Business Succession Planning
  • Business Valuation
LOCATION
Suffield
Suffield
Connecticut
06026
United States
SERVING:
All 50 States
Virtual Appointments Available
William Pitney Purse Strings
Financial Planner
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William Pitney, MBA, CFP®, CeFT®, CLU®
President, Financial Coach, Certified Financial Planner, FocusYOU
OVERVIEW OF SERVICES
Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner Read more...
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Tax Planning
LOCATION
San Mateo
San Mateo
California
.
United States
SERVING:
All 50 States
Virtual Appointments Available
Tami Wollensak Purse Strings
Mortgage Lender and Real Estate
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Tami Wollensak, CDLP
Sr. Mortgage Loan Officer, Oak Leaf Community Mortgage a division of Mutual Federal Bank
OVERVIEW OF SERVICES
Divorce Mortgage Planning
WHY I LOVE WORKING WITH WOMEN
Women supporting woman is an incredible gift. I find that the relationships, bonds and friendships that I have built while helping others make sense of Read more...
SPECIALTIES
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Lending Programs
  • Litigation Support
  • Mediation
  • Mortgage
  • Spousal and Child Support
LOCATION
150 E Butterfield Rd 2nd floor
Elmhurst
Illinois
60126
United States
SERVING:
All 50 States
Virtual Appointments Available