Purse Strings Approved Professionals

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Jennifer Belshe Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Jennifer Belshe

Co-Founder & Principal, Novus Advisors
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I really enjoy working with women to achieve their financial goals. In my 20+ years of working in the financial industry, I have found that Read more...
COMPLIANCE DISCLAIMER
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that Read more...
SPECIALTIES.
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
607 Pendleton Street, Suite 101-B
Greenville
South Carolina
29601
United States
SERVING:
All 50 States
Christine Kalivas Purse Strings
Financial Advisor and Financial Planner
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Christine Kalivas, CFP®, CDFA®

Certified Financial Planner®, Certified Divorce Financial Analyst®, Fortune Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Something happens inside of a woman when she is empowered to take control of those things in life that we can control. It is magical. 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.
  • Financial Planning
  • IRA
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
LOCATION
800 Roosevelt Rd
Glen Ellyn
Illinois
60137
United States
SERVING:
All 50 States
Virtual Appointments Available
Stephanie McCullough Purse Strings
Financial Planner
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Stephanie McCullough

Founder & Financial Planner, Sofia Financial
OVERVIEW OF SERVICES
401K Planning, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money 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.
  • Financial Planning
  • Money Mindsets
LOCATION
1055 Westlakes Dr
Berwyn
Pennsylvania
19312
United States
SERVING:
All 50 States
Virtual Appointments Available
Mike gibbons financial group
Financial Planner
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Mike Gibbons

President and Founder, Gibbons Financial Group, Inc
OVERVIEW OF SERVICES
Estate Plans
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.
  • Healthcare Insurance
  • Personal Tax Planning
LOCATION
312 Tri State Pkwy
Gurnee
Illinois
60031
United States
outside photo 1
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