Purse Strings Approved Professionals

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Jeffery Simon
Financial Advisor Financial Planner Retirement Coach / Advisor
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Jeffrey Simon, CFP®

Managing Partner, Tryline Private Wealth of Oxford Harriman & Company
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
As a child of divorce, I saw my mother deal with many emotions when it came to money, ranging from the stress of saving to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member FINRA/SIPC, a registered broker dealer and nonbank affiliate of Wells Read more...
SPECIALTIES.
  • IRA
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Protection
  • Wealth Preservation
LOCATION
150 W Campbell St., Arlington Heights, IL 60005
Arlington Heights
Illinois
60005
United States
SERVING:
CA,AL,AZ,CO,CT,FL,GA,IL,IN,MA,MI,MN,MO,NC,NJ,NY,OH,OR,SC,TX,UT,WI
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
Lindsey Ciarroca
Financial Advisor Money / Financial Coach Financial Planner
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Lindsey Ciarrocca, YNAB Certified Coach, Certified Money Coach®, Financial Planner

YNAB Certified Coach, Certified Money Coach®, Financial Planner, The Exuberant Elephant
OVERVIEW OF SERVICES
Budgeting
WHY I LOVE WORKING WITH WOMEN
Money in the hands of women will have ripple effects across generations. I love helping women take control of their finances and be empowered by Read more...
SPECIALTIES.
  • Behavior Coach
  • Business Financials
  • Debt Elimination
  • Daily Money Management
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Growth Coaching
  • Wealth Preservation
LOCATION
Carlisle
Carlisle
Pennsylvania
17013
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
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