Purse Strings Approved Professionals

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Mike Photo 2
Financial Advisor, Money / Financial Coach, and Financial Planner
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Michael Ringel

Financial Advisor, Strategies for Wealth
OVERVIEW OF SERVICES
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
SERVING:
All 50 States
Virtual Appointments Available
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Financial Advisor and Financial Planner
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Oleg Zviagin

Director of Financial Planning, Proxy Financial
OVERVIEW OF SERVICES
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...
SPECIALTIES.
  • Charitable Planning
  • Divorce Financials
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Pension
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Brooklyn
New York
New York
11209
United States
SERVING:
All 50 States
Virtual Appointments Available
IMG 6815
Financial Advisor
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Joseph Anthony Pezzo

Financial Advisor, Corporate Plans Retirement Strategies, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
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
SERVING:
All 50 States
Virtual Appointments Available
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Financial Advisor and Money / Financial Coach
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Amanda Knieriemen

Financial Coach, RFM
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.
  • Money Mindsets
LOCATION
1300 Veterans Memorial Hwy
Hauppauge
New York
11788
United States
Virtual Appointments Available