Purse Strings Approved Professionals

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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
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
Headshot White
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
OVS 3154 low res crop 1 80
Attorney, Mortgage Lender, and Real Estate
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Mihaella Bayla, CDLP

Certified Divorce Lending Professional, True Lending Company
OVERVIEW OF SERVICES
Divorce Mortgage Planning, Downsizing and Relocating, Refinancing
WHY I LOVE WORKING WITH WOMEN
I’ve been drawn to working with and helping women all my life.  I’ve seen the importance of women helping women firsthand.  I’ve always gravitated towards Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Lending Programs
  • Mediation
  • Mortgage
  • Spousal and Child Support
LOCATION
123 2nd Ave S, Ste. 230
Edmonds
Washington
98020
United States
SERVING:
CA,CO,NC,WA
Virtual Appointments Available