Purse Strings Approved Professionals

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Angela Ribuffo Purse Strings
Financial Planner
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Angela Ribuffo, CFP®, RICP®,ChFC®, CDFA, CLTC, WMCP

President and Financial Advisor, Raion Financial Strategies LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Angela Ribuffo is a Registered Representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, a broker-dealer and registered investment advisor, Member Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Wealth Protection
LOCATION
240 E Tudor Rd
Anchorage
Alaska
99503
United States
SERVING:
CA,AK,AZ,FL,GA,HI,MO,MS,NV,OR,TX,WA
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
Jonathan McAlister
Financial Advisor Financial Planner
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Jonathan McAlister, CFP®, CKA®

Director and Wealth Advisor, Integrity Read Wealth Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Estate Plans, Investing, Life Insurance, Long-Term Care, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
Jonathan holds a strong appreciation for working with women, recognizing the resilience, thoughtfulness, and intentionality they bring to financial decision making, often during meaningful periods 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
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
820 Gessner Road, Suite 300
Houston
Texas
77024
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
Koren Vining
Financial Advisor Financial Planner
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Koren Vining

Financial Planner | Wealth Advisor, Cetera Investors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My passion for working with women stems from a deep understanding of the unique financial and life challenges we face. As a woman, empathetic financial Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services Read more...
SPECIALTIES.
  • Business Succession Planning
  • Business Valuation
  • Divorce Financials
  • Financial Planning
  • Social Security Specialist
LOCATION
5299 DTC Blvd
Greenwood Village
Colorado
80111
United States
SERVING:
CA,CO,ME,NJ,NY,OR,TX,WA
Virtual Appointments Available