Purse Strings Approved Professionals

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Philip wisse
Financial Advisor, Money / Financial Coach, and Financial Planner
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Philip H. Weiss, CFA, CPA

Financial Advisor, Apprise Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Investing, Refinancing, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
The financial situation at home was always difficult. Like many women of her generation, my mother had little control over the family finances. She ultimately 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.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
14840 Hunting Way
Phoenix
Maryland
21131
United States
SERVING:
All 50 States
Virtual Appointments Available
Connor Tyson
Money / Financial Coach
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Connor Tyson, ChFC

Personal Finance Coach, Progress Solutions LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Investing, Life Insurance
WHY I LOVE WORKING WITH WOMEN
I love working with women because I am passionate about empowering and equipping them to reach their full potential. Women face unique challenges and barriers Read more...
SPECIALTIES.
  • Business Coaching
  • Business Financials
  • Debt Elimination
  • IRA
  • Money Mindsets
  • Pension
  • Retirement planning
  • Self Directed IRA
LOCATION
Pleasantville
Pleasantville
New York
10570
United States
SERVING:
All 50 States
Virtual Appointments Available
Deb Curtis Head Shot Blue Suit
Business Coach, Money / Financial Coach, and M&A Advisor
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Deb Curtis

Business Buyers' Acquisition SBA Loan Consultant, Curtis Small Business Finance Solutions, LLC DBA Deb Curtis
OVERVIEW OF SERVICES
Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Behind every successful woman is a tribe of other successful women, who have her back. Born out of life's most profound challenges, Deb Curtis has Read more...
SPECIALTIES.
  • Business Succession Planning
  • Business Valuation
LOCATION
N6912 Northwood Dr
Elkhorn
Wisconsin
53121
United States
Mike Photo 2
Financial Advisor, Money / Financial Coach, and Financial Planner
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Michael Ringel

Financial Advisor, Strategies for Wealth
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Disability insurance, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
We mission is to empower women to experience purpose, freedom and abundance. We accomplish this by inspiring and coaching families on the truths of investing Read more...
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 120 Broadway, 37th Floor, New York, NY, 10271, 212-701-7900. Securities products and advisory services offered Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Family Office Services
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
120 Broadway 37th floor
New York
New York
10271
United States
SERVING:
All 50 States
Virtual Appointments Available
Kathleen Burns Kingsbury 500 x 678
Business Coach and Money / Financial Coach
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Kathleen Burns Kingsbury

Negotiation Trainer and Coach, KBK Wealth Connection
WHY I LOVE WORKING WITH WOMEN
I'm passionate about coaching women - financial advisors, coaches and consultants - because I thrive on empowering them to transform from feeling uncomfortable, apprehensive, or Read more...
SPECIALTIES.
  • Business Coaching
  • Business Growth
  • Money Mindsets
  • Sales Coaching
LOCATION
P.O. Box 1006
Waitsfield
Vermont
05673
United States
SERVING:
All 50 States
Virtual Appointments Available