Purse Strings Approved Professionals

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Miri Y. Upton Purse Strings
Financial Advisor
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Miri Y. Upton, BFA™, CRPC®, CRPS®

Financial Advisor, Synergia Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
Our Philosophy is simple, we pride ourselves in understanding our clients and their unique goals and challenges, creating plans and solutions tailored to their needs Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Securities America, Inc., member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Miri Upton, Representative. Synergia Financial Group, LLC and Read more...
SPECIALTIES.
  • Business Financials
  • Business Insurance
  • Business Succession Planning
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
79 N Franklin Tpke, Suite 107
Ramsey
New Jersey
07446
United States
SERVING:
CA,FL,MA,NJ,NY,PA,TX
Virtual Appointments Available
Jamie Raskulinecz CPM
Financial Advisor
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Jaime Raskulinecz, CPM

Founder and CEO, Next Generation Trust Company
OVERVIEW OF SERVICES
Investing
WHY I LOVE WORKING WITH WOMEN
Jaime strives to empower clients with the knowledge needed to proactively shape their financial future and is a frequent speaker on non-traditional investments within retirement Read more...
SPECIALTIES.
  • Self Directed IRA
LOCATION
75 Livingston Ave
Roseland
New Jersey
07068
United States
SERVING:
All 50 States
Virtual Appointments Available
Joardan Crowley
Financial Planner
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Jordan Crowley, CFP

Wealth Manager, Eagle Rock Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing
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
  • IRA
  • Wealth Protection
LOCATION
67 E Park Pl
Morristown
New Jersey
07960
United States
Virtual Appointments Available
Carrie Williams
Bookkeeper, Business Coach, and Money / Financial Coach
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Carrie Williams

Professional Bookkeeper, Stewardship Strategist, Personal Finance Coach, See Sure Numbers
OVERVIEW OF SERVICES
Budgeting, Refinancing
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Coaching
  • Business Financials
  • Business Growth
  • Money Mindsets
  • Personal Growth Coaching
LOCATION
Linwood
Linwood
New Jersey
08221
United States
SERVING:
All 50 States
Virtual Appointments Available
Beth Wahlig Purse Strings
Financial Advisor
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Beth Wahlig

Director of Socially Responsible Investing & Private Wealth Advisor, MRA Advisory Group
OVERVIEW OF SERVICES
401K Planning, Asset Management, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & Read more...
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
  • Socially Conscious Investing
LOCATION
3799 US-46
Parsippany-Troy Hills
New Jersey
07054
United States