Purse Strings Approved Professionals

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VP Wealth Management Advisor, Financial Planner and Fiduciary
Financial Advisor
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Gigi JM Verrey

Vice President, Wealth Management, Alera Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My mission is to understand you & your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
"Alera Group Wealth Services" is a brand name utilized by Alera Group, Inc and certain subsidiaries and affiliates (collectively "Alera"). Advisory Services offered through Alera Read more...
SPECIALTIES.
  • Executive Compensation Packages
  • Financial Planning
  • Legacy Planning
  • Philanthropy
  • Wealth Protection
LOCATION
3 Parkway N, Suite 500
Deerfield
Illinois
60015
United States
SERVING:
All 50 States
Virtual Appointments Available
Jennifer Belshe Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Jennifer Belshe

Co-Founder & Principal, Novus Advisors
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I really enjoy working with women to achieve their financial goals. In my 20+ years of working in the financial industry, I have found that Read more...
COMPLIANCE DISCLAIMER
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that Read more...
SPECIALTIES.
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
607 Pendleton Street, Suite 101-B
Greenville
South Carolina
29601
United States
SERVING:
All 50 States
Grant Meyer
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Grant Meyer, CFP®, BFA™, Certified Grief Educator

Founder, Financial Planner, Positive Energy Provider, GTS Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Investing, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
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
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Socially Conscious Investing
  • Wealth Protection
  • Wealth Preservation
LOCATION
3900 American Blvd W Suite 1500
Bloomington
Minnesota
55431
United States
SERVING:
All 50 States
Virtual Appointments Available
Richard Kintzing
Financial Advisor
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Richard Kintzing

Financial Advisor, Certified Financial Services
OVERVIEW OF SERVICES
Budgeting, Disability insurance, Employee Benefits, Estate Plans, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
The most important woman in my life is my wife. She has dedicated her life to serving others through nursing, starting at 14 years old. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Financials
  • Business Planning
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Retirement planning
  • Small Business Tax
  • Student Loan Management
LOCATION
52 Forest Ave
Paramus
New Jersey
07652
United States
SERVING:
All 50 States
Virtual Appointments Available
Rita Cheng Purse Strings
Financial Advisor and 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, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
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