Purse Strings Approved Professionals

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Kathy Peake
Financial Advisor Money / Financial Coach Life Insurance Specialist
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Kathy Peake

CEO and Financial Advisor, The Peake Financial Group
OVERVIEW OF SERVICES
529 Plans, Annuities, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I became passionate about serving women when I found that women in life transitions often don't receive the best financial advice, especially during times of 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.
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Retirement planning
LOCATION
6731 North Pontatoc Road
Pima County
Arizona
85718
United States
SERVING:
CA,AZ,CO,MO,MT,UT,VA
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
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
143723 BURNS EXI 08 72 dpi
Divorce Financial Analyst Financial Advisor Retirement Coach / Advisor
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Nadine Burns

CEO Financial Advisor, A New Path Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Divorce Financial Neutral, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Everyday we see women who have placed their financial well being on the back burner because so many other important needs crowd their day.  But 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.
  • Business Cash Flow Analysis
  • Business Coaching
  • Business Financials
  • Business Growth
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Socially Conscious Investing
  • Social Security Specialist
  • Wealth Protection
  • Wealth Preservation
LOCATION
455 E. Eisenhower Parkway, Suite 220
Ann Arbor
Michigan
48103
United States
SERVING:
All 50 States
Virtual Appointments Available
Frances Toler
Financial Advisor
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Frances Toler, MSFS

Financial Advisor and CEO, Toler Financial Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, 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
  • Socially Conscious Investing
  • Wealth Protection
  • Wealth Preservation
LOCATION
1100 Wayne Avenue Ste 670
Silver Spring
Maryland
20910
United States
SERVING:
MD,MI,TX
Virtual Appointments Available