Purse Strings Approved Professionals

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Stephanie Groschup Purse Strings
Financial Advisor
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Stephanie Groschup, CRPC®

Managing Partner, GM Wealth Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
We have a genuine passion for helping women take charge of their futures to be economically independent.  We invest with purpose.  Our focus is on Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services provided by NewEdge Advisors, LLC doing business as GM Wealth Group, LLC as a registered investment adviser.  Securities offered through NewEdge Securities, Inc., Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
3811 Turtle Creek Blvd, Suite 1310
Dallas
Texas
75219
United States
SERVING:
All 50 States
Virtual Appointments Available
Julianne Lepo
Divorce Financial Analyst Financial Advisor
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Julianne Incardona, CDFA

Business Owner, Financial Advisor, Certified Divorce Financial Analyst, Turning Tides Financial
OVERVIEW OF SERVICES
Divorce Mediator
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
LOCATION
5500 Main Street
Buffalo
New York
14221
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
Kevin Brown
Financial Advisor
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Kevin A. Brown, CLU, ChFC

Financial Advisor, Charles Stephen & Co.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
My mother started working as a secretary when I was very young. She then went back to school and received her nursing degree and worked Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®. Osaic Wealth is separately owned and other entities and/or marketing names, products or services Read more...
SPECIALTIES.
  • Financial Planning
  • Wealth Protection
LOCATION
5951 Jefferson St NE Suite D
Albuquerque
New Mexico
87109
United States
SERVING:
CA,AZ,CO,GA,MD,MI,MN,NC,NM,NY,OH,PA,TX
Virtual Appointments Available
Carolyn Rowland
Financial Advisor Financial Planner Tax Specialist
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Carolyn Rowland, CFP®, EA

Partner and Financial Advisor, Resilient Wealth Planning
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Tax Specialist
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
  • Wealth Protection
  • Wealth Preservation
LOCATION
200 South Executive Drive
Brookfield
Wisconsin
53005
United States
SERVING:
FL,IL,IN,MA,MI,MO,NC,NM,SC,TX,WI
Virtual Appointments Available