Purse Strings Approved Professionals

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Amy Salo
Financial Planner
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Amy Salo, CFP®, CAP®, CExP™

Managing Partner, Forest Hills Financial Group
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 Broad Hollow Rd., Suite 405, Melville, NY 11747. (631) 589-5400. Securities products Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
LOCATION
122 E 42nd St
New York
New York
10168
United States
SERVING:
CA,AZ,CO,CT,DE,FL,GA,MA,MD,ME,MI,NC,NJ,NV,NY,SC,TN,TX,VA,VT
Virtual Appointments Available
Julianne Lepo
Divorce Financial Analyst Financial Advisor
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Julianne Incardona, CDFA

Business Owner, Financial Advisor, Certified Divorce Financial Analyst, Turning Tides Financial
OVERVIEW OF SERVICES
Divorce Mediator
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.
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
LOCATION
5500 Main Street
Buffalo
New York
14221
United States
SERVING:
All 50 States
Virtual Appointments Available
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Divorce Financial Analyst Financial Advisor Financial Planner Retirement Coach / Advisor
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Melissa Murphy Pavone, CFP®, CDFA®,

Founder, Mindful Financial Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Divorce Law, Divorce Mediator, Estate Plans, Family Law, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Prenuptials
WHY I LOVE WORKING WITH WOMEN
I love working with women because they are often at pivotal moments in their lives, whether it's navigating a divorce, managing a major life transition, 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.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
  • Personal Cash Flow Analysis
LOCATION
3 Woodland Avenue
Village of Westhampton Beach
New York
11978
United States
SERVING:
All 50 States
Virtual Appointments Available
2022 11 15 09 32 33 354 1
Accountant Bookkeeper
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Chevon Pottinger Pearson, CMA|CPA

Co-Founder, C Squared Accounting & Business Services
WHY I LOVE WORKING WITH WOMEN
Women are resilient & determined beings that challenges me, not only to bring my A game, but also to never give up. They (we) possess Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Financials
  • Small Business Tax
LOCATION
Lindenhurst
New York
New York
11757
United States
SERVING:
All 50 States
Virtual Appointments Available
Kathleen Godfree
Financial Advisor
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Kathleen Godfrey

President and CEO, Godfrey Financial Associates Inc.
OVERVIEW OF SERVICES
Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Founded 30 years ago, Godfrey Financial Associates (GFA) created a new, more inclusive financial services firm that doesn't rely on the outdated expectations of the 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
  • IRA
  • Legacy Planning
  • Personal Cash Flow Analysis
  • Philanthropy
  • Retirement planning
  • Socially Conscious Investing
LOCATION
797 Route 9W
Town of Bethlehem
New York
12077
United States
SERVING:
All 50 States
Virtual Appointments Available