Purse Strings Approved Professionals

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Liz Herman Purse Strings
Financial Advisor
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Liz Herman

Registered Investment Advisor, Sherpa Financial
OVERVIEW OF SERVICES
Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here Read more...
SPECIALTIES.
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Protection
LOCATION
528 W Market St
Perkasie
Pennsylvania
18944
United States
SERVING:
All 50 States
Virtual Appointments Available
Donna kendrick
Certified Divorce Financial Analyst, Financial Planner, and Life Insurance Specialist
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Donna Kendrick, CFP®, CDFA®

Financial Planner for Families in Transition, Sephton Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I know the need to crawl and scratch until you can get control of your own life. Because everything feels like it's swirling. I know Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
LOCATION
8200 Flourtown Ave suite 1b
Wyndmoor
Pennsylvania
19038
United States
SERVING:
All 50 States
Virtual Appointments Available
Katie
Business Coach, Financial Advisor, and Money / Financial Coach
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Katie Makrush

Executive Consultant, J. Galt Finance Suite
OVERVIEW OF SERVICES
Budgeting, Debt Consolidation, Real Estate Investing, Refinancing
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 Financials
  • Business Growth
LOCATION
Brownsville
Brownsville
Pennsylvania
15417
United States
SERVING:
All 50 States
Virtual Appointments Available
J Diane Robinson Purse Strings
Financial Advisor
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J Diane Robinson, CLTC®

Investment Advisor | Registered Representative, IP Financial Advisory Services, LLC | Innovation Partners, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Women know how to connect, network, and build relationships. 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 Financials
  • Business Succession Planning
  • Financial Planning
LOCATION
Pittsburgh
Bolivar
Pennsylvania
15923
United States
SERVING:
GA,PA
Virtual Appointments Available
Stephanie McCullough Purse Strings
Financial Planner
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Stephanie McCullough

Founder & Financial Planner, Sofia Financial
OVERVIEW OF SERVICES
401K Planning, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money 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.
  • Financial Planning
  • Money Mindsets
LOCATION
1055 Westlakes Dr
Berwyn
Pennsylvania
19312
United States
SERVING:
All 50 States
Virtual Appointments Available