Purse Strings Approved Professionals

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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
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
Michael Costa resized 300 x 400 72dpi
Financial Planner
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Michael R. Acosta, CFP®, ChFC®, RICP®, 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
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
headshot in green
Attorney
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Patricia De Fonte

Estate Planning Attorney, De Fonte Law PC - Estate Planning With Heart
OVERVIEW OF SERVICES
Divorce Law, Estate Plans, Family Law, Post-Divorce Matters, Prenuptials, Property law, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
Estate Planning Safeguards Women! My firm offers free online workshops twice a month. You can sign up here! Incapacity Planning:  Who would be in charge Read more...
COMPLIANCE DISCLAIMER
The information provided on this website is for general informational purposes only and should not be considered as legal advice. Transmission of information from this Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Divorce
  • Family Legacy Planning
  • Legacy Planning
  • Trust Planning
  • Wealth Preservation
LOCATION
California
San Francisco
California
94114
United States
SERVING:
CA
Virtual Appointments Available