Purse Strings Approved Professionals

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Ronica Brown
Tax Specialist
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Ronica Brown

Certified Public Accountant, RBA Tax Advisors
OVERVIEW OF SERVICES
Tax Specialist
SPECIALTIES.
  • Business Financials
  • Personal Tax Planning
  • Small Business Tax
  • Tax Mitigation
  • Tax Preparation
LOCATION
Marietta
Marietta
Georgia
.
United States
SERVING:
All 50 States
Virtual Appointments Available
Alexis cole
Tax Specialist
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Alexis Cole, CFP®

Chief Momentum Officer, Catalyst Tax Insights
OVERVIEW OF SERVICES
Budgeting, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I'm especially passionate about helping women approach financial decisions with confidence, clarity, and ownership. Throughout my experience as a financial advisor, I’ve seen how often 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.
  • Daily Money Management
  • IRA
  • Mortgage
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
4618 12th Avenue North
Saint Petersburg
Florida
33713
United States
SERVING:
All 50 States
Virtual Appointments Available
Carolyn Rowland
Financial Advisor Financial Planner Tax Specialist
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Carolyn Rowland, CFP®, EA

Partner and Financial Advisor, Resilient Wealth Planning
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Tax Specialist
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.
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
200 South Executive Drive
Brookfield
Wisconsin
53005
United States
SERVING:
FL,IL,IN,MA,MI,MO,NC,NM,SC,TX,WI
Virtual Appointments Available