Purse Strings Approved Professionals

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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
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
Bazal Morani
Financial Advisor
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Bazal Morani

CEO and Financial Advisor, Empire Central Financial
OVERVIEW OF SERVICES
Annuities, Disability insurance, Estate Plans, Life Insurance
WHY I LOVE WORKING WITH WOMEN
I'm deeply passionate about working with women in business because I believe in the power of diversity and the unique strengths that women bring to Read more...
COMPLIANCE DISCLAIMER
At Empire Central Financial, we are deeply committed to maintaining the highest standards of compliance and data protection while using PurseStrings as a platform to Read more...
SPECIALTIES.
  • Business Financials
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
1349 Empire Central Dr
Dallas
Texas
75247
United States
SERVING:
All 50 States
Virtual Appointments Available
Lindsey Ciarroca
Financial Advisor and Money / Financial Coach
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Lindsey Ciarrocca, CMC

Partner, Providers & Families Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Life Insurance, Long-Term Care
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.
  • Debt Elimination
  • Financial Planning
  • IRA
  • Money Mindsets
LOCATION
Carlisle
Carlisle
Pennsylvania
17013
United States
SERVING:
PA
Virtual Appointments Available
J Diane Robinson Purse Strings
Financial Advisor
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J Diane Robinson, CLTC®

Investment Advisor | Registered Representative, IP Financial Advisory Services, LLC | Innovation Partners, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Women know how to connect, network, and build relationships. 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.
  • Business Financials
  • Business Succession Planning
  • Financial Planning
LOCATION
Pittsburgh
Bolivar
Pennsylvania
15923
United States
SERVING:
GA,PA
Virtual Appointments Available