401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Mutual Funds, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
While the work we do impacts a variety of individuals and families, my focus is on helping business owners and executives sort out the complexities Read more...
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
Sales Coaching
LOCATION
1650 N Arlington Heights Rd Arlington Heights Illinois 60004 United States
Pam Friedman offers investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific Read more...
Jaime strives to empower clients with the knowledge needed to proactively shape their financial future and is a frequent speaker on non-traditional investments within retirement Read more...
SPECIALTIES.
Self Directed IRA
LOCATION
75 Livingston Ave Roseland New Jersey 07068 United States
Heather has a passion of educating a diverse set of individuals, improving financial literacy and empowering women to achieve financial independence, as well as providing Read more...
COMPLIANCE DISCLAIMER
The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating Read more...
SPECIALTIES.
Divorce
Financial Planning
Social Security Specialist
Tax Mitigation
LOCATION
60 Bristol Rd E #436 Mississauga Ontario L4Z 3K8 Canada
401K Planning, Alternative Investments, Annuities, Asset Management, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I really enjoy working with women to achieve their financial goals. In my 20+ years of working in the financial industry, I have found that Read more...
COMPLIANCE DISCLAIMER
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that Read more...
SPECIALTIES.
Financial Planning
Financial
IRA
Legacy Planning
Retirement planning
Wealth Preservation
LOCATION
607 Pendleton Street, Suite 101-B Greenville South Carolina 29601 United States