Arizona

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Financial Advisor 2
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Money / Financial Coach 2
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Financial Planner 1
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Life Insurance Specialist 1
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Insurance Planning Specialist 1
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Business Advisor 1
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Long-Term Care Specialist 1
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Healthcare Planning Specialist 1
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Medicaid / Medicare Specialist 1
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Kathy Peake
Financial Advisor Money / Financial Coach Life Insurance Specialist
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Kathy Peake

CEO and Financial Advisor, The Peake Financial Group
OVERVIEW OF SERVICES
529 Plans, Annuities, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I became passionate about serving women when I found that women in life transitions often don't receive the best financial advice, especially during times of 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.
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Retirement planning
LOCATION
6731 North Pontatoc Road
Pima County
Arizona
85718
United States
SERVING:
CA,AZ,CO,MO,MT,UT,VA
Virtual Appointments Available
LuAnn Roberts
Accountant Bookkeeper Business Advisor
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LuAnn Roberts, CPA

CPA and Small Business Mentor, Roberts Accounting Solutions
OVERVIEW OF SERVICES
Budgeting, Business Bookkeeping, Buy a Business, Financial Therapy, Sell a Business, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
"If you want something said, ask a man; if you want something done, ask a woman."-Margaret Thatcher (first female British Prime Minister) We juggle, we Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Financials
LOCATION
2401 W Route 66
Flagstaff
Arizona
86001
United States
SERVING:
All 50 States
Virtual Appointments Available
Andria Bovey
Healthcare Planning Specialist Long-Term Care Specialist Medicaid / Medicare Specialist
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Andria Bovey

Insurance Agent, Bovey Insurance
OVERVIEW OF SERVICES
Healthcare Insurance, Long-Term Care
SPECIALTIES.
  • Healthcare Insurance
  • Medicare
LOCATION
Yuma
Yuma
Arizona
85364
United States
SERVING:
All 50 States
Virtual Appointments Available
Karen
Business Coach Financial Advisor Money / Financial Coach Financial Planner Insurance Planning Specialist
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Karen Koenig

Founder and Owner, KK Financial Solutions - Financially Empowering You
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Buy a Business, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Socially Responsible Investing, Sell a Business
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advice offered through Wealthcare Advisory Partners LLC dba KK Financial Solutions. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities Read more...
SPECIALTIES.
  • Business Coaching
  • Business Financials
  • Business Growth
  • Business Insurance
  • Business Planning
  • Business Valuation
  • Collaborative Divorce Process
  • Daily Money Management
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Special Needs Planning
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
18112 N Plaza Ct
Surprise
Arizona
85374
United States
SERVING:
All 50 States
Virtual Appointments Available
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