Purse Strings Approved Professionals

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VP Wealth Management Advisor, Financial Planner and Fiduciary
Financial Advisor Financial Planner Long-Term Care Specialist
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Gigi JM Verrey, ChFC, CLU

Vice President, Wealth Management, Alera Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My mission is to understand you and your priorities. To take the time, to ask thoughtful, smart questions and to listen carefully, then to understand, Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, Read more...
SPECIALTIES.
  • Charitable Planning
  • Financial Planning
  • Philanthropy
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
3 Parkway N, Suite 500
Deerfield
Illinois
60015
United States
SERVING:
All 50 States
Virtual Appointments Available
Frances Toler
Financial Advisor
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Frances Toler, MSFS

Financial Advisor and CEO, Toler Financial Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care
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
  • IRA
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Protection
  • Wealth Preservation
LOCATION
1100 Wayne Avenue Ste 670
Silver Spring
Maryland
20910
United States
SERVING:
MD,MI,TX
Virtual Appointments Available
Julianne Lepo
Divorce Financial Analyst Financial Advisor
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Julianne Incardona, CDFA

Business Owner, Financial Advisor, Certified Divorce Financial Analyst, Turning Tides Financial
OVERVIEW OF SERVICES
Divorce Mediator
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.
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
LOCATION
5500 Main Street
Buffalo
New York
14221
United States
SERVING:
All 50 States
Virtual Appointments Available
Jessica Kleine
Bookkeeper Money / Financial Coach
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Jessica Kleine

Owner, MindSET Financial Coaching
OVERVIEW OF SERVICES
Budgeting, Business Bookkeeping, Healthy Money Conversations, Personal Bookkeeping
WHY I LOVE WORKING WITH WOMEN
Women think and feel differently about money then men do, and most of the help and advice out there has been for the way men Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Emotional Relationship with Money
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Growth Coaching
LOCATION
Mokena
Mokena
Illinois
60448
United States
SERVING:
All 50 States
Virtual Appointments Available
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...
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 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