401K Planning, Annuities, Asset Management, Disability insurance, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
We mission is to empower women to experience purpose, freedom and abundance. We accomplish this by inspiring and coaching families on the truths of investing Read more...
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 120 Broadway, 37th Floor, New York, NY, 10271, 212-701-7900. Securities products and advisory services offered Read more...
SPECIALTIES.
Divorce
Divorce Financials
Family Office Services
Financial Planning
IRA
Money Mindsets
Retirement planning
Special Needs Planning
Wealth Protection
Wealth Preservation
LOCATION
120 Broadway 37th floor New York New York 10271 United States
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
Growing up as a first generation immigrant, i was raised by a single mother and grandmother. I saw first hand how difficult it could be Read more...
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...
Joseph A. Pezzo is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely through Equity Services, Inc., Read more...
SPECIALTIES.
Business Financials
Business Growth
Healthcare Insurance
Financial Planning
Financial
IRA
Legacy Planning
Pension
Retirement planning
Self Directed IRA
Wealth Protection
Wealth Preservation
LOCATION
333 Westchester Ave White Plains New York 10604 United States
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.
Money Mindsets
LOCATION
1300 Veterans Memorial Hwy Hauppauge New York 11788 United States