Purse Strings Approved Professionals

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Beth Wahlig Purse Strings
Financial Advisor
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Beth Wahlig

Director of Socially Responsible Investing & Private Wealth Advisor, MRA Advisory Group
OVERVIEW OF SERVICES
401K Planning, Asset Management, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & 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
  • Socially Conscious Investing
LOCATION
3799 US-46
Parsippany-Troy Hills
New Jersey
07054
United States
Melissa Dailey Newman
Divorce Financial Analyst Financial Advisor Financial Planner
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Melissa Dailey-Newman, CDFA®, AWMA®

Private Wealth Advisor, Clearwater Capital Partners
OVERVIEW OF SERVICES
Asset Management, College Savings, Divorce Financial Neutral, Downsizing and Relocating, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Many of my clients have come to me during times of transition like divorce, career change, widowhood, and inheritance after loss of a loved one. Read more...
COMPLIANCE DISCLAIMER
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor. Purse Strings is not a client of this financial professional or the financial professional’s Read more...
SPECIALTIES.
  • Business Insurance
  • Collaborative Divorce Process
  • Divorce Financials
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2800 West Higgins Road, Suite 1025
Hoffman Estates
Illinois
60169
United States
SERVING:
All 50 States
Virtual Appointments Available
Bill Promes
Financial Advisor Money / Financial Coach Financial Planner
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Bill Promes

Financial Planner, Austin Creek Capital
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Mutual Funds, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
I work with a number of divorced or single women in the tech industry, and I've found that they are always eager to learn about 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.
  • Executive Compensation Packages
  • Family Office Services
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
  • Wealth Preservation
LOCATION
131 Camino Alto
Mill Valley
California
94941
United States
SERVING:
All 50 States
Virtual Appointments Available
DK0A4547web
Financial Advisor Financial Planner
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Joann North

Certified Financial Planner, J North Financial LLC
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Budgeting, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
Why I love to serve women clients. I have found after 30 plus years in Financial Planning and Wealth Management that I prefer to work 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
  • Personal Cash Flow Analysis
  • Retirement planning
  • Wealth Protection
LOCATION
875 Timberlane Drive
Dahlonega
Georgia
30533
United States
SERVING:
All 50 States
Virtual Appointments Available
Jamie Bosse
Financial Advisor Financial Planner
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Jamie Bosse, CFP®, RFC, CCFC

Financial Planner | Author | Money Boss Mom, CGN Advisors, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
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
  • Daily Money Management
  • Financial Planning
  • IRA
  • Money Mindsets
  • Pension
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
512 Poyntz Avenue, Suite 120
Manhattan
Kansas
66502
United States
SERVING:
All 50 States
Virtual Appointments Available