Purse Strings Approved Professionals

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Joyner 1 1
Financial Advisor
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Terrell Joyner

Partner/Financial Advisor, Charter Oak Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are the backbone of our society.  For way too many generations, women were expected to be in the background; yet they have been a Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
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.
  • 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
SERVING:
All 50 States
Virtual Appointments Available
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...
COMPLIANCE DISCLAIMER
Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Purse Strings is not a client of this financial professional or the financial 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
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Financial Advisor, Financial Planner, and Life Insurance Specialist
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Mikhail Veselov

Financial Advisor, Capital Formation Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
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.
  • Business Financials
  • Business Valuation
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Preservation
LOCATION
62 Walnut St
Wellesley
Massachusetts
02481
United States
SERVING:
All 50 States
Virtual Appointments Available
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Financial Advisor, Financial Planner, and Long-Term Care Specialist
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John Foley, CFP®

CERTIFIED FINANCIAL PLANNER™, Baystate Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
Preconceived thoughts can make financial planning intimidating. Therefore, my goal for every client is to derive a feeling of ease. You could be the CFO Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
John Foley is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: One Read more...
SPECIALTIES.
  • Business Succession Planning
  • Financial Planning
  • Wealth Preservation
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available
Gary Domoracki Purse Strings
Financial Advisor
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Gary Domoracki

Managing Director - Investments | Branch Manager, Oppenheimer & Co. Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Some of the most important people in my life, that mean the most to me, are women. I have a wife, three sisters and three Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
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.
  • Business Financials
  • Business Planning
  • Business Succession Planning
  • Business Valuation
  • Charitable Planning
  • Executive Compensation Packages
  • Family Office Services
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Self Directed IRA
  • Small Business Tax
  • Tax Mitigation
  • Tax Preparation
  • Wealth Protection
LOCATION
255 State St
Boston
Massachusetts
02109
United States
SERVING:
CA,AK,DE,FL,MA,MD,MN,NH,NJ,NY,OH,OK,OR,RI,TN,TX,VA,WA,WV
Virtual Appointments Available