Purse Strings Approved Professionals

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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
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
Amy Salo
Financial Planner
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Amy Salo, CFP®, CAP®, CExP™

Managing Partner, Forest Hills Financial Group
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 Broad Hollow Rd., Suite 405, Melville, NY 11747. (631) 589-5400. Securities products Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
LOCATION
122 E 42nd St
New York
New York
10168
United States
SERVING:
CA,AZ,CO,CT,DE,FL,GA,MA,MD,ME,MI,NC,NJ,NV,NY,SC,TN,TX,VA,VT
Virtual Appointments Available