Purse Strings Approved Professionals

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Financial Advisor Financial Planner
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Peter Krull

Partner & Director of Sustainable Investing, Earth Equity Advisors
OVERVIEW OF SERVICES
401K Planning, Asset Management, Employee 401K Programs, Investing, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Ever since I founded Earth Equity Advisors over 20 years ago, women have been an important part of our client base. As a leader in Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or Read more...
SPECIALTIES.
  • Charitable Planning
  • College Financial Prep
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Preservation
LOCATION
40 North Merrimon Avenue
Asheville
North Carolina
28804
United States
SERVING:
All 50 States
Virtual Appointments Available
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Divorce Financial Analyst Financial Advisor Financial Planner Retirement Coach / Advisor
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Melissa Murphy Pavone, CFP®, CDFA®,

Founder, Mindful Financial Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Divorce Law, Divorce Mediator, Estate Plans, Family Law, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Prenuptials
WHY I LOVE WORKING WITH WOMEN
I love working with women because they are often at pivotal moments in their lives, whether it's navigating a divorce, managing a major life transition, 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.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
  • Personal Cash Flow Analysis
LOCATION
3 Woodland Avenue
Village of Westhampton Beach
New York
11978
United States
SERVING:
All 50 States
Virtual Appointments Available
Amy Salo
Financial Planner
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Amy Salo, CFP®, CAP®, CExP™

Managing Partner, Forest Hills Financial Group
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 Broad Hollow Rd., Suite 405, Melville, NY 11747. (631) 589-5400. Securities products Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
LOCATION
122 E 42nd St
New York
New York
10168
United States
SERVING:
CA,AZ,CO,CT,DE,FL,GA,MA,MD,ME,MI,NC,NJ,NV,NY,SC,TN,TX,VA,VT
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
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Divorce Financial Analyst Financial Advisor Financial Planner Mediator Settlement Consultant
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Samm Pring, CDFA®. CRPC®, Financial Planner, Wealth Advisor

Founder and Certified Divorce Financial Analyst, Healthy Divorce Options
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Divorce Mortgage Planning, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Working with women during a divorce settlement is profoundly rewarding because it is fundamentally about empowering a woman who has dedicated her life to the 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.
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Litigation Support
  • Mediation
  • Pension
  • Retirement planning
LOCATION
McKinney
McKinney
Texas
75071
United States
SERVING:
All 50 States
Virtual Appointments Available