Purse Strings Approved Professionals

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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
Joardan Crowley
Financial Planner
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Jordan Crowley, CFP®

Wealth Advisor, Eagle Rock Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
My experience has been that women often rely on men to control the finances and make all related decisions. Many studies confirm that women are 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.
  • Business Planning
  • Charitable Planning
  • Executive Compensation Packages
  • Healthcare Insurance
  • Family Legacy Planning
  • Family Office Services
  • Pension
  • Personal Tax Planning
  • Retirement planning
  • Trust Planning
  • Wealth Protection
LOCATION
1776 on the Green, 67 E Park Pl., Suite 750
Morristown
New Jersey
07960
United States
SERVING:
All 50 States
Virtual Appointments Available
TJD
Divorce Financial Analyst Financial Planner Retirement Coach / Advisor
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Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®, RSSA®

Founder, Principal advisor, Jersey Shore Financial Advisors LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Estate Plans, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to 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.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Social Security Specialist
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Monmouth County
Red Bank
New Jersey
07701
United States
SERVING:
All 50 States
Virtual Appointments Available
Christopher Henwood
Mortgage Lender
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Christopher Henwood

Mortgage Loan Officer, Northpointe Bank
OVERVIEW OF SERVICES
Debt Consolidation, Divorce Mortgage Planning, Downsizing and Relocating, Real Estate Investing, Refinancing
SPECIALTIES.
  • Commercial Real Estate
  • Mortgage
LOCATION
300 Interpace Parkway, Suite C370
Parsippany-Troy Hills
New Jersey
07054
United States
SERVING:
All 50 States
Virtual Appointments Available