Purse Strings Approved Professionals

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Reddy Heffner Kelly Headshot 1
Divorce Financial Analyst Financial Advisor Financial Planner
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Kelly Reddy-Heffner, CFPⓇ, CDFAⓇ, CSLPⓇ, CFT™, MBA

Owner & Financial Planner, Steel City Wealth Collaborative
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Financial Therapy, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Inspired by my amazing mom who raised myself and my brother after divorce while working full time, I am deeply committed to the financial success Read more...
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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.
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Mediation
  • Personal Cash Flow Analysis
  • Retirement planning
  • Student Loan Management
LOCATION
Pittsburgh
Pittsburgh
Pennsylvania
15212
United States
SERVING:
All 50 States
Virtual Appointments Available
Bill Promes
Financial Advisor Money / Financial Coach Financial Planner
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Bill Promes

Financial Planner, Austin Creek Capital
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Mutual Funds, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
I work with a number of divorced or single women in the tech industry, and I've found that they are always eager to learn about Read more...
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.
  • Executive Compensation Packages
  • Family Office Services
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
  • Wealth Preservation
LOCATION
131 Camino Alto
Mill Valley
California
94941
United States
SERVING:
All 50 States
Virtual Appointments Available