Purse Strings Approved Professionals

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Philip wisse
Financial Advisor, Money / Financial Coach, and Financial Planner
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Philip H. Weiss, CFA, CPA

Financial Advisor, Apprise Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Investing, Refinancing, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
The financial situation at home was always difficult. Like many women of her generation, my mother had little control over the family finances. She ultimately 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.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
14840 Hunting Way
Phoenix
Maryland
21131
United States
SERVING:
All 50 States
Virtual Appointments Available
1
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
Headshot White
Financial Advisor, Money / Financial Coach, Financial Planner, Insurance Planning Specialist, and Retirement Coach / Advisor
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Tresa Leftenant CFP® BFA®

Senior Vice President, Cornerstone Financial Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I've been in the money business since I was 15 years old, as my first job was in my hometown bank. I was fortunate to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
An Ameriprise Financial Franchise.  Products from Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Growth Coaching
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
11400 SE 8th St suite 225
Bellevue
Washington
98004
United States
SERVING:
All 50 States
Melissa Anne Cox Purse Strings
Financial Advisor, Money / Financial Coach, and Financial Planner
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Melissa Anne Cox CFP

Certified Financial Planner, Fetterman Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
The answer is easy! I was raised by a tribe of strong women that showed me how important it is to support other women in Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Institutional Securities Corporation 3500 Oak Lawn Avenue, Suite 400 Dallas, TX 75219 Member FINRA, SIPC Purse Strings is not a client of Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Litigation Support
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
12700 Hillcrest Rd Suite 276
Dallas
Texas
75230
United States
SERVING:
All 50 States
Virtual Appointments Available
Deb Curtis Head Shot Blue Suit
Business Coach, Money / Financial Coach, and M&A Advisor
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Deb Curtis

Business Buyers' Acquisition SBA Loan Consultant, Curtis Small Business Finance Solutions, LLC DBA Deb Curtis
OVERVIEW OF SERVICES
Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Behind every successful woman is a tribe of other successful women, who have her back. Born out of life's most profound challenges, Deb Curtis has Read more...
SPECIALTIES.
  • Business Succession Planning
  • Business Valuation
LOCATION
N6912 Northwood Dr
Elkhorn
Wisconsin
53121
United States