Purse Strings Approved Professionals

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Maggie Koosa Purse Strings
Financial Advisor
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Maggie Koosa
Financial Planning Advisor, The Alchemists, Your Wealth Concierge
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I help women learn more about and better understand their financial lives. Improving cashflow and being more intentional about what we do with our money Read more...
SPECIALTIES
  • Financial Planning
LOCATION
37RP+3R Dearing
.
.
.
United States
SERVING:
All 50 States
Jodie Lamb
Settlement Consultant
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Jodie Lamb, MSSC®, CMSS™
Master Structured Settlement Consultant, Arcadia Settlements
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Investing
WHY I LOVE WORKING WITH WOMEN
The noted “woman’s touch” is the capacity to repeatedly stand out in dedication, commitment, and passion. I know from firsthand experience how much harder women Read more...
SPECIALTIES
  • Commercial Insurance
  • Commercial Real Estate
  • Financial Planning
  • Financial
  • High-End Real Estate
  • Litigation Support
  • Mediation
  • Medicare
  • Personal Tax Planning
  • Retirement planning
  • Special Needs Planning
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
PO Box 76106
Phoenix
Arizona
85087
United States
SERVING:
All 50 States
Virtual Appointments Available
Christine Kalivas Purse Strings
Financial Advisor and Financial Planner
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Christine Kalivas, CFP®, CDFA®
Certified Financial Planner®, Certified Divorce Financial Analyst®, Fortune Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Something happens inside of a woman when she is empowered to take control of those things in life that we can control. It is magical. Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
LOCATION
800 Roosevelt Rd
Glen Ellyn
Illinois
60137
United States
SERVING:
All 50 States
Virtual Appointments Available
Allison O'Brien Purse Strings
Financial Advisor
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Allison O'Brien
Financial Advisor, UBS
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Mutual Funds
SPECIALTIES
  • Financial Planning
LOCATION
101 E Kennedy Blvd
Tampa
Florida
33602
United States
SERVING:
CA,AZ,CO,CT,FL,GA,HI,IA,IL,KY,LA,MA,MI,MN,MO,NC,ND,NH,NV,OH,OR,PA,SC,SD,TX,VA,VT,WA
CCP 2825b
Financial Advisor
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Bridgette Gavagan
Financial Advisor, Gavagan Financial Services
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Investing
SPECIALTIES
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
16150 N Arrowhead Fountains Center Dr Suite 345
Peoria
Arizona
85382
United States
SERVING:
AZ
Virtual Appointments Available