Purse Strings Approved Professionals

 
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VP Wealth Management Advisor, Financial Planner and Fiduciary
Financial Advisor
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Gigi JM Verrey
Vice President, Wealth Management, Alera Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My mission is to understand you & your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, Read more...
SPECIALTIES
  • Executive Compensation Packages
  • Financial Planning
  • Legacy Planning
  • Philanthropy
  • Wealth Protection
LOCATION
3 Parkway N, Suite 500
Deerfield
Illinois
60015
United States
SERVING:
All 50 States, IL
Virtual Appointments Available
Richard Babjak Purse Strings
Financial Advisor
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Richard Babjak, ChFC, CLU,CFS,RFC
Co-Founder Midway Venture Partners, Midway Venture Partners
OVERVIEW OF SERVICES
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...
SPECIALTIES
  • Sales Coaching
LOCATION
1650 N Arlington Heights Rd
Arlington Heights
Illinois
60004
United States
SERVING:
IL
Virtual Appointments Available
Vivian Villers Purse Strings
Financial Advisor
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Vivian Villers
CEO/President, Sage Planning
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Mutual Funds
SPECIALTIES
  • Financial Planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
910 Skokie Blvd
Northbrook
Illinois
60062
United States
SERVING:
IL
Christine Kalivas Purse Strings
Financial Advisor and Financial Planner
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Christine Kalivas, CFP®
Certified Financial Planner®, Fortune Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Mutual Funds
SPECIALTIES
  • Financial Planning
  • IRA
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
LOCATION
800 Roosevelt Rd
Glen Ellyn
Illinois
60137
United States
SERVING:
All 50 States
Virtual Appointments Available
Jennifer Merida Purse Strings
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
SERVING:
All 50 States
Virtual Appointments Available