Purse Strings Approved Professionals

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Stephanie Groschup Purse Strings
Financial Advisor
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Stephanie Groschup, CRPC®

Managing Partner, GM Wealth Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
We have a genuine passion for helping women take charge of their futures to be economically independent.  We invest with purpose.  Our focus is on Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services provided by NewEdge Advisors, LLC doing business as GM Wealth Group, LLC as a registered investment adviser.  Securities offered through NewEdge Securities, Inc., Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
3811 Turtle Creek Blvd, Suite 1310
Dallas
Texas
75219
United States
SERVING:
All 50 States
Virtual Appointments Available
Paulina Ksiazek
Financial Advisor Financial Planner
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Paulina Ksiazek, CFP®

Financial Advisor, Savant Wealth Management
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because I find it incredibly rewarding to help them build confidence in their financial futures as they navigate life’s significant 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 Tax Planning
  • Retirement planning
  • Wealth Protection
LOCATION
475 West Half Day Road, Suite 210
Lincolnshire
Illinois
60069
United States
SERVING:
All 50 States
Virtual Appointments Available
Craig Richman001
Divorce Financial Analyst Financial Advisor Money / Financial Coach
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Craig Richman, CLU®, ChFC®, AIFA®, CDFA®, RYT®200

Private Wealth Advisor for Women, Richman Capital Management.
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Asset Management, Divorce Financial Neutral, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I started working with women as a teenager selling charm bracelet charms at my family’s jewelry store. This was my first experience to become very 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.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
North Blue Springs Drive
Parkland
Florida
33067
United States
SERVING:
CA,AZ,CO,CT,FL,GA,IL,MD,ME,NC,NJ,OK,TN,WA
Virtual Appointments Available
Randall White
Financial Advisor Financial Planner Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist Medicaid / Medicare Specialist
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Randall Journeay White, MBA, CFP®, ChFC®

Owner & Director of Planning, ASB Financial Services
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services Offered Through CreativeOne Wealth LLC, a Registered Investment Advisor.  ASB Financial Services and CreativeOne Wealth LLC are not affiliated. Licensed Insurance Professional. Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Medicare
  • Retirement planning
  • Self Directed IRA
  • Social Security Specialist
  • Trust Planning
  • Wealth Protection
LOCATION
2506 Lakeland Drive, Ste. 505
Flowood
Mississippi
39232
United States
SERVING:
All 50 States
Virtual Appointments Available
Gautam Pai
Financial Advisor
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Gautam M. Pai, CWS®, AIF®

Financial Advisor, Balanced Financial Concepts
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I love working with female clients because women put great value in trusted relationships, just as we do, and women are more engaged in their Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Balanced Financial Concepts LLC is not affiliated Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Charitable Planning
  • Collaborative Divorce Process
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
30505 Bainbridge Road, Suite 160
Solon
Ohio
44139
United States
SERVING:
All 50 States
Virtual Appointments Available