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
1
Financial Advisor and Money / Financial Coach
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Amanda Knieriemen

Financial Coach, RFM
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.
  • Money Mindsets
LOCATION
1300 Veterans Memorial Hwy
Hauppauge
New York
11788
United States
Virtual Appointments Available
Mike Photo 2
Financial Advisor, Money / Financial Coach, and Financial Planner
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Michael Ringel

Financial Advisor, Strategies for Wealth
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Disability insurance, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
We mission is to empower women to experience purpose, freedom and abundance. We accomplish this by inspiring and coaching families on the truths of investing Read more...
COMPLIANCE DISCLAIMER
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 120 Broadway, 37th Floor, New York, NY, 10271, 212-701-7900. Securities products and advisory services offered Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Family Office Services
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
120 Broadway 37th floor
New York
New York
10271
United States
SERVING:
All 50 States
Virtual Appointments Available
IMG 6815
Financial Advisor
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Joseph Anthony Pezzo

Financial Advisor, Corporate Plans Retirement Strategies, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Joseph A. Pezzo is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely through Equity Services, Inc., Read more...
SPECIALTIES.
  • Business Financials
  • Business Growth
  • Healthcare Insurance
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
  • Wealth Preservation
LOCATION
333 Westchester Ave
White Plains
New York
10604
United States
SERVING:
All 50 States
Virtual Appointments Available
Connor Tyson
Money / Financial Coach
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Connor Tyson, ChFC

Personal Finance Coach, Progress Solutions LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Investing, Life Insurance
WHY I LOVE WORKING WITH WOMEN
I love working with women because I am passionate about empowering and equipping them to reach their full potential. Women face unique challenges and barriers Read more...
SPECIALTIES.
  • Business Coaching
  • Business Financials
  • Debt Elimination
  • IRA
  • Money Mindsets
  • Pension
  • Retirement planning
  • Self Directed IRA
LOCATION
Pleasantville
Pleasantville
New York
10570
United States
SERVING:
All 50 States
Virtual Appointments Available