Florida

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Financial Advisor 3
Retirement Coach / Advisor icon
Retirement Coach / Advisor 2
Financial Planner icon
Financial Planner 1
Certified Divorce Financial Analyst icon
Certified Divorce Financial Analyst 1
Mortgage Lender icon
Mortgage Lender 1
Accountant icon
Accountant 1
Medicaid / Medicare Specialist icon
Medicaid / Medicare Specialist 1
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Dorothea Cole Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Dorothea Cole
Managing Partner/ Owner, Full Circle Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
SPECIALTIES
  • Business Financials
  • Business Planning
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
LOCATION
9400 River Crossing Blvd #104
New Port Richey
Florida
34655
United States
Virtual Appointments Available
Susan J. Keeton Purse Strings
Accountant and Certified Divorce Financial Analyst
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Susan J. Keeton, CPA, CFE, CDFA
Owner, Susan J. Keeton, CPA, P.A.
OVERVIEW OF SERVICES
Budgeting, Post-Divorce Matters, Tax Specialist
SPECIALTIES
  • Divorce
  • Divorce Financials
LOCATION
2551 Huntington Ave
Sarasota
Florida
34232
United States
SERVING:
FL
Virtual Appointments Available
Katrina Moyer
Mortgage Lender
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Katrina Moyer
Broker, Mortgages & More, LLC
OVERVIEW OF SERVICES
Debt Consolidation, Downsizing and Relocating, Investing, Post-Divorce Matters, Real Estate Investing, Refinancing
SPECIALTIES
  • Mortgage
LOCATION
18326 Murdock Cir
Port Charlotte
Florida
33948
United States
SERVING:
FL
Sandra Keir Purse Strings
Financial Advisor, Medicaid / Medicare Specialist, and Retirement Coach / Advisor
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Sandra Keir, CFP
Financial Advisor, Chelsea Financial Services
OVERVIEW OF SERVICES
Annuities, Asset Management, Budgeting, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
SPECIALTIES
  • Business Succession Planning
  • Healthcare Insurance
  • Financial Planning
  • IRA
  • Legacy Planning
  • Pension
  • Retirement planning
  • Self Directed IRA
LOCATION
4270 Castlebridge Lane, #1724
Vamo
Florida
34238
United States
SERVING:
CA,FL,NJ,PA,TX,VT
Virtual Appointments Available
Allison O'Brien Purse Strings
Financial Advisor
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Allison O'Brien
Financial Advisor, UBS
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Mutual Funds
SPECIALTIES
  • Financial Planning
LOCATION
101 E Kennedy Blvd
Tampa
Florida
33602
United States
SERVING:
CA,AZ,CO,CT,FL,GA,HI,IA,IL,KY,LA,MA,MI,MN,MO,NC,ND,NH,NV,OH,OR,PA,SC,SD,TX,VA,VT,WA
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