Purse Strings Approved Professionals

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Financial Advisor Financial Planner
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Alexandra Mickelson, MBA & CFP Candidate

CEO & Founder, Lunea Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Estate Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
For me, it always comes back to impact. Women (and those who identify with feminine energy) are so often underestimated or overlooked in financial spaces—but 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.
  • Charitable Planning
  • Family Legacy Planning
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
240 33rd Avenue Southwest
Cedar Rapids
Iowa
52404
United States
SERVING:
All 50 States
Virtual Appointments Available
Joardan Crowley
Financial Planner
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Jordan Crowley, CFP®

Wealth Advisor, Eagle Rock Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
My experience has been that women often rely on men to control the finances and make all related decisions. Many studies confirm that women are 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.
  • Business Planning
  • Charitable Planning
  • Executive Compensation Packages
  • Healthcare Insurance
  • Family Legacy Planning
  • Family Office Services
  • Pension
  • Personal Tax Planning
  • Retirement planning
  • Trust Planning
  • Wealth Protection
LOCATION
1776 on the Green, 67 E Park Pl., Suite 750
Morristown
New Jersey
07960
United States
SERVING:
All 50 States
Virtual Appointments Available
Eric Blake Purse Strings
Financial Advisor Financial Planner Retirement Coach / Advisor
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Eric Blake, CFP®

Founder and Lead Financial Planner, Blake Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Investing, Post-Divorce Matters, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
COMPLIANCE DISCLAIMER
Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services Read more...
SPECIALTIES.
  • Financial Planning
  • Financial
  • Personal Tax Planning
  • Retirement planning
  • Social Security Specialist
  • Wealth Protection
LOCATION
201 W Virginia St, #102
McKinney
Texas
75069
United States
SERVING:
All 50 States
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
Randall White
Financial Advisor Financial Planner Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist Medicaid / Medicare Specialist
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Randall Journeay White, MBA, CFP®, ChFC®

Owner & Director of Planning, ASB Financial Services
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services Offered Through CreativeOne Wealth LLC, a Registered Investment Advisor.  ASB Financial Services and CreativeOne Wealth LLC are not affiliated. Licensed Insurance Professional. Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Medicare
  • Retirement planning
  • Self Directed IRA
  • Social Security Specialist
  • Trust Planning
  • Wealth Protection
LOCATION
2506 Lakeland Drive, Ste. 505
Flowood
Mississippi
39232
United States
SERVING:
All 50 States
Virtual Appointments Available