Purse Strings Approved Professionals

 
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Abbey Henderson Purse Strings
Financial Advisor
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Abbey Henderson CFP® RLP® CPCC® CAP® AEP®
CEO, Wealth Advisor & Coach, Abaris Financial Group LLC
OVERVIEW OF SERVICES
Asset Management, Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because women tend to be more relationship-oriented and it is the relationship that is my favorite part of being an Read more...
SPECIALTIES
  • Charitable Planning
  • Executive Coaching
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Growth Coaching
  • Personal Tax Planning
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
LOCATION
9 Pond Ln
Concord
Massachusetts
01742
United States
SERVING:
All 50 States
Virtual Appointments Available
Melissa Anne Cox Purse Strings
Financial Advisor, Financial Planner, and Money / Financial Coach
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Melissa Anne Cox CFP
Certified Financial Planner, Fetterman Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
The answer is easy! I was raised by a tribe of strong women that showed me how important it is to support other women in Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Legacy Planning
  • Litigation Support
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
12700 Hillcrest Rd Suite 276
Dallas
Texas
75230
United States
SERVING:
All 50 States
Virtual Appointments Available
Erin Redmond Purse Strings
Financial Advisor
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Erin Redmond
Partner/Financial Advisor, Ford Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, College Savings, Investing, Mutual Funds, Socially Responsible Investing
SPECIALTIES
  • Financial Planning
  • Financial
  • IRA
  • Money Mindsets
  • Retirement planning
LOCATION
5260 N Palm Ave suite 221
Fresno
California
93704
United States
SERVING:
CA,FL,OR,TN
Virtual Appointments Available
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
Grant Meyer
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Grant Meyer, CFP
Founder, Financial Planner, Positive Energy Provider, GTS Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Investing, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
SPECIALTIES
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Socially Conscious Investing
  • Wealth Protection
  • Wealth Preservation
LOCATION
3900 American Blvd W Suite 1500
Bloomington
Minnesota
55431
United States
SERVING:
All 50 States
Virtual Appointments Available