Purse Strings Approved Professionals

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IMG 6815
Financial Advisor
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Joseph Anthony Pezzo

Financial Advisor, Corporate Plans Retirement Strategies, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Joseph A. Pezzo is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely through Equity Services, Inc., Read more...
SPECIALTIES.
  • Business Financials
  • Business Growth
  • Healthcare Insurance
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
  • Wealth Preservation
LOCATION
333 Westchester Ave
White Plains
New York
10604
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
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Financial Advisor, Money / Financial Coach, Financial Planner, Insurance Planning Specialist, and Retirement Coach / Advisor
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Tresa Leftenant CFP® BFA®

Senior Vice President, Cornerstone Financial Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I've been in the money business since I was 15 years old, as my first job was in my hometown bank. I was fortunate to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
An Ameriprise Financial Franchise.  Products from Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Growth Coaching
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
11400 SE 8th St suite 225
Bellevue
Washington
98004
United States
SERVING:
All 50 States
Eric Blake Purse Strings
Financial Advisor, Financial Planner, and 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
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a 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
Michael Costa resized 300 x 400 72dpi
Financial Planner
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Michael R. Acosta, CFP®, ChFC®, CSLP®

CERTIFIED FINANCIAL PLANNER ™, Genesis Wealth Planning, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Disability insurance, Employee 401K Programs, Infinite Banking Concept (IBC), Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because they have some of the most difficult life long milestones and risks that should be addressed but are often Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Financial Advisor and Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive, Suite 200, Charlotte, NC 28210. Securities products and advisory Read more...
SPECIALTIES.
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
6115 Park S Dr ste 200
Charlotte
North Carolina
28210
United States
SERVING:
All 50 States
Virtual Appointments Available