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Purse Strings Approved Professionals

 
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Kelley Wheeler
Certified Divorce Financial Analyst and Financial Advisor
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Kelley (Wheeler) Hughes, CDFA®
Financial Advisor, Consolidated Planning, Inc
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Life Insurance, Long-Term Care, Post-Divorce Matters, Prenuptials
WHY I LOVE WORKING WITH WOMEN
Supporting Women | Women’s Financial Decisions Regarding Divorce | Embrace Your Independence | Financial Advisor | Certified Divorce Financial Analyst Read more...
SPECIALTIES
  • Business Succession Planning
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Litigation Support
  • Mediation
  • Retirement planning
  • Wealth Protection
LOCATION
6115 Park S Dr
Charlotte
North Carolina
28210
United States
STATES SERVED:
FL, NC, SC, TX, VA
Virtual Appointments Available
Terrell joyner
Financial Advisor
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Terrell Joyner
Partner/Financial Advisor, Unity Financial & Insurance Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Disability insurance, Life Insurance, Long-Term Care
SPECIALTIES
  • Business Financials
  • Business Insurance
  • Business Planning
  • Divorce
  • Financial Planning
  • IRA
  • Pension
  • Retirement planning
  • Small Business Tax
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Rosemary Frank
Financial Advisor
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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
STATES SERVED:
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, UT, VA, VT, WA, WI, WV, WY
Virtual Appointments Available
Jennifer merdia
Certified Divorce Financial Analyst and Financial Advisor
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Jennifer Merida
Financial Advisor, The Tranel Financial Group
OVERVIEW OF SERVICES
Asset Management, Budgeting, Investing, Post-Divorce Matters
SPECIALTIES
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
LOCATION
1509 N Milwaukee Ave
Libertyville
Illinois
60048
United States
Virtual Appointments Available
Headshot2
Certified Divorce Coach, Certified Divorce Financial Analyst, and Financial Advisor
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Nicole Turosky, CFP®, CDFA®
Senior Financial Advisor, Wells Fargo Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
SPECIALTIES
  • Divorce Financials
  • Financial Abuse Assistance
  • Financial Planning
  • Socially Conscious Investing
LOCATION
Danbury
Danbury
Connecticut
06811
United States
STATES SERVED:
All 50 States
Virtual Appointments Available