Purse Strings Approved Professionals

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Katie
Business Coach, Financial Advisor, and Money / Financial Coach
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Katie Makrush

Executive Consultant, J. Galt Finance Suite
OVERVIEW OF SERVICES
Budgeting, Debt Consolidation, Real Estate Investing, Refinancing
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 Growth
LOCATION
Brownsville
Brownsville
Pennsylvania
15417
United States
SERVING:
All 50 States
Virtual Appointments Available
J Diane Robinson Purse Strings
Financial Advisor
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J Diane Robinson, CLTC®

Investment Advisor | Registered Representative, IP Financial Advisory Services, LLC | Innovation Partners, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Women know how to connect, network, and build relationships. 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 Succession Planning
  • Financial Planning
LOCATION
Pittsburgh
Bolivar
Pennsylvania
15923
United States
SERVING:
GA,PA
Virtual Appointments Available
Liz Herman Purse Strings
Financial Advisor
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Liz Herman

Registered Investment Advisor, Sherpa Financial
OVERVIEW OF SERVICES
Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here Read more...
SPECIALTIES.
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Protection
LOCATION
528 W Market St
Perkasie
Pennsylvania
18944
United States
SERVING:
All 50 States
Virtual Appointments Available