Purse Strings Approved Professionals

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Rita Cheng Purse Strings
Financial Advisor Financial Planner
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Marguerita Cheng

Chief Executive Officer, Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
It’s important for women of all ages and stages of life to take an active role in their personal finances. I am passionate about ensuring 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 Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Small Business Tax
  • Social Security Specialist
  • Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
SERVING:
All 50 States
Virtual Appointments Available
Steve Morris
Financial Advisor Financial Planner
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Steve Morris CFP®

Financial Advisor, Co-Founder, CEO, TriHelix Wealth Collective
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, 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.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Portland
Portland
Oregon
97201
United States
SERVING:
All 50 States
Virtual Appointments Available
Kathleen Jucar
Financial Advisor
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Kathleen Jucar

Financial Advisor, Synergy Wealth Partners LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing
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.
  • Family Legacy Planning
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
4 Mount Royal Ave, Suite 120
Marlborough
Massachusetts
01752
United States
SERVING:
CA,MA
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
Erin Redmond Purse Strings
Financial Advisor Money / Financial Coach
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Erin Redmond

Partner/Financial Advisor, Ford Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Healthy Money Conversations, Investing, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Working with women has always been a big part of our firm. My mom, Carole Ford, started Ford Financial Group in 1992, and primarily worked Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Ford Financial Group, a registered investment advisor and separate entity from LPL Financial. Purse Read more...
SPECIALTIES.
  • Charitable Planning
  • College Financial Prep
  • Emotional Relationship with Money
  • Family Legacy Planning
  • Family Money Dynamics
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Growth Coaching
  • Philanthropy
  • Retirement planning
  • Self Directed IRA
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
5260 N Palm Ave suite 221
Fresno
California
93704
United States
SERVING:
CA,CO,CT,FL,IL,MI,MN,NY,OR,PA,RI,TN
Virtual Appointments Available