Purse Strings Approved Professionals

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ginaportrait
Financial Advisor Life Insurance Specialist Retirement Coach / Advisor
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Gina C. Wells, CLU, ChFC, RICP

Advisor and Infinite Banking Practitioner, Financial Design Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Infinite Banking Concept (IBC), Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I believe every woman deserves to understand her finances well enough to make confident decisions—regardless of her stage of life or previous financial experience. Over Read more...
COMPLIANCE DISCLAIMER
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Financial Read more...
SPECIALTIES.
  • Business Succession Planning
  • College Financial Prep
  • Family Legacy Planning
  • Financial Planning
  • Mortgage
  • Pension
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Social Security Specialist
  • Trust Planning
LOCATION
2415 Owen Rd., Ste A Fenton MI
Fenton
Michigan
48430
United States
SERVING:
CA,AZ,CT,FL,GA,IL,IN,MI,MN,MS,NC,NE,NJ,NY,OH,OK,SC,TN,TX,VA,WA
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
Koren Vining
Financial Advisor Financial Planner
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Koren Vining

Financial Planner | Wealth Advisor, Cetera Investors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My passion for working with women stems from a deep understanding of the unique financial and life challenges we face. As a woman, empathetic financial Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services Read more...
SPECIALTIES.
  • Business Succession Planning
  • Business Valuation
  • Divorce Financials
  • Financial Planning
  • Social Security Specialist
LOCATION
5299 DTC Blvd
Greenwood Village
Colorado
80111
United States
SERVING:
CA,CO,ME,NJ,NY,OR,TX,WA
Virtual Appointments Available
DK0A4547web
Financial Advisor Financial Planner
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Joann North

Certified Financial Planner, J North Financial LLC
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Budgeting, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
Why I love to serve women clients. I have found after 30 plus years in Financial Planning and Wealth Management that I prefer to work 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
  • Personal Cash Flow Analysis
  • Retirement planning
  • Wealth Protection
LOCATION
875 Timberlane Drive
Dahlonega
Georgia
30533
United States
SERVING:
All 50 States
Virtual Appointments Available
Emily Dyer-Wolfe, MBA, CFP®
Financial Planner
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Emily Dyer-Wolfe, ​MBA, CFP®

Wealth Advisor, Rigden Capital Strategies
WHY I LOVE WORKING WITH WOMEN
I have a passion for partnering with women on their financial journeys. In my practice, I have found that women make exceptional clients—they are thoughtful 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
  • Financial Planning
  • Financial
  • Personal Tax Planning
LOCATION
384 Inverness Pkwy, Suite 240
Douglas County
Colorado
80114
United States
SERVING:
All 50 States
Virtual Appointments Available