Purse Strings Approved Professionals

 
{"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""}
 
Rosemary Frank Purse Strings
Financial Advisor
View Profile
Rosemary Frank, MBA, CDFA/ADFA, CFE, MAFF
Financial Advisor, Rosemary Frank Financial, LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women engage. I love their conversations about lifetime goals and, as a means to an end, how much money they need to get there. Money Read more...
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Wealth Protection
LOCATION
205 Powell Pl
Brentwood
Tennessee
37027
United States
SERVING:
All 50 States
Virtual Appointments Available
J Diane Robinson Purse Strings
Financial Advisor
View Profile
J Diane Robinson, CLTC®
Investment Advisor | Registered Representative, IP Financial Advisory Services, LLC | Innovation Partners, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Women know how to connect, network, and build relationships. Read more...
SPECIALTIES
  • Business Financials
  • Business Succession Planning
  • Financial Planning
LOCATION
Pittsburgh
Bolivar
Pennsylvania
15923
United States
SERVING:
GA,PA
Virtual Appointments Available
Jeanie Boymel Purse Strings
Financial Advisor
View Profile
Jeanie Boymel
Founder/ Financial Professional, Altitude Financial Partners
OVERVIEW OF SERVICES
401K Planning, Budgeting, College Savings, Life Insurance
SPECIALTIES
  • Financial Planning
  • Money Mindsets
  • Retirement planning
LOCATION
2679 Main St
Littleton
Colorado
80120
United States
Virtual Appointments Available
KWP 8640 May 2022 Headshot
Financial Advisor
View Profile
Shara Carr
Financial Advisor, S.O.S. Financial Group Inc.
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Asset Management, Auto insurance, Budgeting, College Savings, Debt Consolidation, Disability insurance, Employee Benefits, Employee Pension Plans, Home insurance, Investing, Life Insurance
WHY I LOVE WORKING WITH WOMEN
I am a woman in business and understand the financial needs, challenges, obstacles, and opportunities for women. In an industry dominated by men, it is Read more...
SPECIALTIES
  • Financial Planning
LOCATION
4VRQ+P5 Township Of Mulmur
Township Of Mulmur
Ontario
L9V
Canada
Philip wisse
Financial Advisor
View Profile
Philip H. Weiss, CFA, CPA
Financial Advisor, Apprise Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Investing, Refinancing, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
The financial situation at home was always difficult. Like many women of her generation, my mother had little control over the family finances. She ultimately Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
14840 Hunting Way
Phoenix
Maryland
21131
United States
SERVING:
All 50 States
Virtual Appointments Available