Purse Strings Approved Professionals

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Craig Richman001
Divorce Financial Analyst Financial Advisor Money / Financial Coach
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Craig Richman, CLU®, ChFC®, AIFA®, CDFA®, RYT®200

Private Wealth Advisor for Women, Richman Capital Management.
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Asset Management, Divorce Financial Neutral, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I started working with women as a teenager selling charm bracelet charms at my family’s jewelry store. This was my first experience to become very 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.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
North Blue Springs Drive
Parkland
Florida
33067
United States
SERVING:
CA,AZ,CO,CT,FL,GA,IL,MD,ME,NC,NJ,OK,TN,WA
Virtual Appointments Available
TJD
Divorce Financial Analyst Financial Planner Retirement Coach / Advisor
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Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®, RSSA®

Founder, Principal advisor, Jersey Shore Financial Advisors LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Estate Plans, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to 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
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Social Security Specialist
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Monmouth County
Red Bank
New Jersey
07701
United States
SERVING:
All 50 States
Virtual Appointments Available
Peter Seriano 2023
Divorce Financial Analyst Financial Advisor Financial Planner
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Peter Seriano CFP®, CDFA®

Senior Financial Planner, ProVise Management Group, LLC
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, Estate Plans, Healthy Money Conversations, Investing, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through ProVise Management Group, LLC. ProVise Management Group, LLC is Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
611 Druid Road East, Suite 105
Clearwater
Florida
33756
United States
SERVING:
All 50 States
Virtual Appointments Available
J Michael Cole
Business Advisor Divorce Financial Analyst Financial Advisor
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J. Michael Cole, CFP®, CDFA®

Financial Advisor and Small Business Advisor, Cole Wealth Management | Northwestern Mutual
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Budgeting, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care
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 Planning
  • Business Succession Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
201 Sigma Drive, Suite 100
Summerville
South Carolina
29486
United States
SERVING:
All 50 States
Virtual Appointments Available
Reddy Heffner Kelly Headshot 1
Divorce Financial Analyst Financial Advisor Financial Planner
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Kelly Reddy-Heffner, CFPⓇ, CDFAⓇ, CSLPⓇ, CFT™, MBA

Owner & Financial Planner, Steel City Wealth Collaborative
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Financial Therapy, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Inspired by my amazing mom who raised myself and my brother after divorce while working full time, I am deeply committed to the financial success 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.
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Mediation
  • Personal Cash Flow Analysis
  • Retirement planning
  • Student Loan Management
LOCATION
Pittsburgh
Pittsburgh
Pennsylvania
15212
United States
SERVING:
All 50 States
Virtual Appointments Available