Purse Strings Approved Professionals

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Heather Holjevac headshot v1
Financial Planner
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Heather Holjevac

Financial Planner, Holjevac Financial Group
OVERVIEW OF SERVICES
Estate Plans
WHY I LOVE WORKING WITH WOMEN
Heather has a passion of educating a diverse set of individuals, improving financial literacy and empowering women to achieve financial independence, as well as providing Read more...
COMPLIANCE DISCLAIMER
The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating Read more...
SPECIALTIES.
  • Divorce
  • Financial Planning
  • Social Security Specialist
  • Tax Mitigation
LOCATION
60 Bristol Rd E #436
Mississauga
Ontario
L4Z 3K8
Canada
Virtual Appointments Available
Zahya Beall Purse Strings
Financial Planner
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Zahya Beall AAMS® CIMA®

Financial Planner, MONECO Advisors
OVERVIEW OF SERVICES
401K Planning, College Savings, Investing, Life Insurance
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
  • Legacy Planning
  • Wealth Protection
LOCATION
2150 Post Rd
Fairfield
Connecticut
06824
United States
Virtual Appointments Available
Joardan Crowley
Financial Planner
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Jordan Crowley, CFP

Wealth Manager, Eagle Rock Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, 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.
  • Financial Planning
  • IRA
  • Wealth Protection
LOCATION
67 E Park Pl
Morristown
New Jersey
07960
United States
Virtual Appointments Available
Felicia Corbett
Financial Planner
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Felicia Corbett, CEPA

Owner and Financial Planner, Corbett Capital
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
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 Financials
  • Business Planning
  • Business Succession Planning
  • Business Valuation
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
2131 Palomar Airport Rd
Carlsbad
California
92011
United States
SERVING:
CA,AL,AZ,GA,NV,UT
Virtual Appointments Available
Stephanie McCullough Purse Strings
Financial Planner
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Stephanie McCullough

Founder & Financial Planner, Sofia Financial
OVERVIEW OF SERVICES
401K Planning, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money 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
  • Money Mindsets
LOCATION
1055 Westlakes Dr
Berwyn
Pennsylvania
19312
United States
SERVING:
All 50 States
Virtual Appointments Available