Purse Strings Approved Professionals

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Laura Carrera Warnock Purse Strings
Financial Advisor, Life Insurance Specialist, and Retirement Coach / Advisor
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Laura Carrera Warnock

CEO/Financial Advisor, Cartograph Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Employee Pension Plans, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I am a single mom, raising two boys whom I adore.  I love empowering women to do for themselves within their chosen community.  Doing for 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 Insurance
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
LOCATION
2825 E Cottonwood Pkwy, Suite 500
Cottonwood Heights
Utah
84121
United States
SERVING:
All 50 States
Virtual Appointments Available
Dorothea Cole Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Dorothea Cole

Managing Partner/ Owner, Full Circle Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Full Circle Financial and JWC/JWCA are unaffiliated Read more...
SPECIALTIES.
  • Business Financials
  • Business Planning
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
LOCATION
9400 River Crossing Blvd #104
New Port Richey
Florida
34655
United States
Virtual Appointments Available
Jennifer Belshe Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Jennifer Belshe

Co-Founder & Principal, Novus Advisors
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I really enjoy working with women to achieve their financial goals. In my 20+ years of working in the financial industry, I have found that Read more...
COMPLIANCE DISCLAIMER
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that Read more...
SPECIALTIES.
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
607 Pendleton Street, Suite 101-B
Greenville
South Carolina
29601
United States
SERVING:
All 50 States
Michelle Gordon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Michelle Gordon

Founder and CEO, Investably LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
My greatest inspiration is my mom and grandmother, both dynamic and extraordinary women. So I love helping women-led households to reach financial freedom that comes 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.
  • Business Succession Planning
  • Business Valuation
  • Charitable Planning
  • Divorce Financials
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
Star 23
Financial Advisor, Financial Planner, Life Insurance Specialist, Long-Term Care Specialist, and Retirement Coach / Advisor
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Al Gonzalez, MBA, CPFA

Wealth Advisor, AG Wealth Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
6 of my top 10 clients are women.  They range from life experiences being widowed, single business owner, retired professor, and retired successful business person Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views Read more...
SPECIALTIES.
  • Divorce Financials
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dripping Springs
Dripping Springs
Texas
78620
United States
SERVING:
AZ,FL,IL,LA,NC,NJ,TX
Virtual Appointments Available