Purse Strings Approved Professionals

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Abe Loper MBA Ed.S
Financial Advisor
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Abe Loper MBA, Ed.S

Founder and President, Loper Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Investing, Life Insurance, Long-Term Care, Mutual Funds
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.
  • Behavior Coach
LOCATION
121 Goldenrod Place
Lynchburg
Virginia
24502
United States
SERVING:
CA,AZ,CO,FL,KS,MA,MI,NC,NY,OH,PA,SC,TX,VA,WA,WI
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
Joardan Crowley
Financial Planner
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Jordan Crowley, CFP®

Wealth Advisor, Eagle Rock Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
My experience has been that women often rely on men to control the finances and make all related decisions. Many studies confirm that women are 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
  • Charitable Planning
  • Executive Compensation Packages
  • Healthcare Insurance
  • Family Legacy Planning
  • Family Office Services
  • Pension
  • Personal Tax Planning
  • Retirement planning
  • Trust Planning
  • Wealth Protection
LOCATION
1776 on the Green, 67 E Park Pl., Suite 750
Morristown
New Jersey
07960
United States
SERVING:
All 50 States
Virtual Appointments Available
Amanda studio headshot 17 Cropped
Financial Advisor Financial Planner
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Amanda Diaz, CFP®

LPL Financial Advisor, Advisory Services Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I love empowering women with the education and resources they need to support a life that is meaningful to them. Especially in an industry that Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC, sipc.org. Purse Strings is not a client of this financial professional Read more...
SPECIALTIES.
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2137 Embassy Drive, Suite 115
East Hempfield Township
Pennsylvania
17603
United States
SERVING:
FL,MA,NJ,PA,SC
Virtual Appointments Available