Purse Strings Approved Professionals

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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
Patel Karen 2023
Financial Planner Long-Term Care Specialist Retirement Coach / Advisor
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Karen S Patel, RICP® CLTC®

Financial Consultant, North Star Resource Group
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Raised as the youngest of four in a family-owned business, I was shaped early by a mother who taught my sister and I to be 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 Succession Planning
  • Business Valuation
  • Caregiver Assistance Planning
  • Charitable Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
2701 University Ave SE
Minneapolis
Minnesota
55414
United States
SERVING:
CA,AZ,CO,IL,IN,MA,OH,TX,UT,WI
Virtual Appointments Available
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
ginaportrait
Financial Advisor Life Insurance Specialist Retirement Coach / Advisor
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Gina C. Wells, CLU, ChFC, RICP

Advisor and Infinite Banking Practitioner, Financial Design Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Infinite Banking Concept (IBC), Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I believe every woman deserves to understand her finances well enough to make confident decisions—regardless of her stage of life or previous financial experience. Over Read more...
COMPLIANCE DISCLAIMER
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Financial Read more...
SPECIALTIES.
  • Business Succession Planning
  • College Financial Prep
  • Family Legacy Planning
  • Financial Planning
  • Mortgage
  • Pension
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Social Security Specialist
  • Trust Planning
LOCATION
2415 Owen Rd., Ste A Fenton MI
Fenton
Michigan
48430
United States
SERVING:
CA,AZ,CT,FL,GA,IL,IN,MI,MN,MS,NC,NE,NJ,NY,OH,OK,SC,TN,TX,VA,WA
Virtual Appointments Available