Purse Strings Approved Professionals

 
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Rita Cheng Purse Strings
Financial Advisor and Financial Planner
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Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Small Business Tax
  • Social Security Specialist
  • Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
SERVING:
All 50 States
Virtual Appointments Available
Michelle Gordon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Michelle Gordon, CETF
Founder and CEO, Investably LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
SPECIALTIES
  • Business Succession Planning
  • Business Valuation
  • Charitable Planning
  • Divorce Financials
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
Jeannie Dougherty Purse Strings
Money / Financial Coach
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Jeannie Dougherty, MAPC, LCPC, CMC
Money Expert for Professionals wanting to making a career change, entrepreneurs, and folks within 5-10 years within Retirement., Jeannie Dougherty Consulting
OVERVIEW OF SERVICES
Asset Management, Budgeting, Downsizing and Relocating, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
What would you do with your money if in 90 days you were absolutely in control of your money and you could do anything you Read more...
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Money Mindsets
LOCATION
8120 Woodmont Ave
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
Philip wisse
Financial Advisor, Financial Planner, and Money / Financial Coach
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Philip H. Weiss, CFA, CPA
Financial Advisor, Apprise Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Investing, Refinancing, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
The financial situation at home was always difficult. Like many women of her generation, my mother had little control over the family finances. She ultimately Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
14840 Hunting Way
Phoenix
Maryland
21131
United States
SERVING:
All 50 States
Virtual Appointments Available