Purse Strings Approved Professionals

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AUSTIN 1 1536x1536 1
Financial Advisor Financial Planner
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Austin Kunzler, CFP®, QPFC

Wealth Management Advisor, Orizon Wealth Management
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Employee Benefits, Investing, Real Estate Investing, Socially Responsible Investing, Sell a Business
WHY I LOVE WORKING WITH WOMEN
I love working with women because behind every financial question is often something deeply personal: caring for family, protecting independence, navigating change, or building a 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
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1955 West Grove Parkway, Suite 200
Pleasant Grove
Utah
84062
United States
SERVING:
CA,AK,AL,AR,AZ,CO,CT,DE,FL,GA,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VA,VT,WA,WI,WV,WY
Virtual Appointments Available
Mitchell Thompson
Divorce Financial Analyst Financial Advisor Financial Planner
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Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®

Wealth Manager, MJT & Associates Financial Advisory Group, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Divorce Financial Neutral, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Estate Plans, Investing, Post-Divorce Matters, Sell a Business
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 Planning
  • Business Succession Planning
  • Collaborative Divorce Process
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
464 Second Street, Suite 208
Excelsior
Minnesota
55331
United States
SERVING:
All 50 States
Virtual Appointments Available
Paulina Ksiazek
Financial Advisor Financial Planner
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Paulina Ksiazek, CFP®

Financial Advisor, Savant Wealth Management
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because I find it incredibly rewarding to help them build confidence in their financial futures as they navigate life’s significant 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 Tax Planning
  • Retirement planning
  • Wealth Protection
LOCATION
475 West Half Day Road, Suite 210
Lincolnshire
Illinois
60069
United States
SERVING:
All 50 States
Virtual Appointments Available
Kate Strom
Financial Advisor
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Kate Strom, WMS, ABFP

Owner and Financial Advisor, Hestia Wealth Management, LLC ·
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Investing, Life Insurance, Long-Term Care, Socially Responsible 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.
  • Daily Money Management
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1829 Reisterstown Road, Ste 365
Pikesville
Maryland
21208
United States
SERVING:
CA,AZ,CO,DE,FL,MD,NC,NJ,NY,PA,TX,VA,WA,WV
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