Maryland

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Financial Advisor 4
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Financial Planner 2
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Divorce Financial Analyst 1
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Insurance Planning Specialist 1
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Long-Term Care Specialist 1
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Financial Analyst 1
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Suzanne Scheer J.D. CLTC®
Insurance Planning Specialist Long-Term Care Specialist
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Suzanne Scheer, J.D., CLTC®

Long-term care insurance specialist, SGS Insurance
OVERVIEW OF SERVICES
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.
  • Wealth Preservation
LOCATION
Bethesda
Bethesda
Maryland
20810
United States
SERVING:
CA
Virtual Appointments Available
1730303138457
Financial Advisor Financial Planner
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Guli Fager, CFP®, MPH

Financial Advisor, Toler Financial Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Employee Benefits, Investing, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
As a teenager I worked summers for a financial newsletter and read the Wall Street Journal. But in college, I didn't see myself reflected in 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.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1100 Wayne Avenue, STE 670
Silver Spring
Maryland
20910
United States
SERVING:
CA,CO,FL,KY,MA,MD,ME,NC,NJ,NY,PA,TX,VA,VT
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
Kate Strom
Financial Advisor
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Kate Strom, WMS, ABFP

Owner and Financial Advisor, Hestia Wealth Management, LLC ·
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Investing, Life Insurance, Long-Term Care, Socially Responsible Investing
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.
  • Daily Money Management
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1829 Reisterstown Road, Ste 365
Pikesville
Maryland
21208
United States
SERVING:
CA,AZ,CO,DE,FL,MD,NC,NJ,NY,PA,TX,VA,WA,WV
Virtual Appointments Available
Michelle Image 200x200 1
Divorce Financial Analyst Financial Analyst
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Michelle Muhammed, CFP®, CDFA®, ChFC®

Certified Divorce Financial Analyst®, The Next Chapter Divorce
OVERVIEW OF SERVICES
Divorce Financial Neutral, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because it allows me to work towards directly contributing to addressing important challenges many women face in their financial and Read more...
COMPLIANCE DISCLAIMER
The Next Chapter Divorce is a Certified Divorce Financial Analyst® (CDFA®) who provides Divorce Financial Planning to individuals navigating the financial complexities of divorce. Michelle Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Complex Custody Matters
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
LOCATION
1738 Elton Road
Silver Spring
Maryland
20903
United States
SERVING:
All 50 States
Virtual Appointments Available
Rita Cheng Purse Strings
Financial Advisor Financial Planner
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Marguerita Cheng

Chief Executive Officer, Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
It’s important for women of all ages and stages of life to take an active role in their personal finances. I am passionate about ensuring 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.
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Small Business Tax
  • Social Security Specialist
  • Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
SERVING:
All 50 States
Virtual Appointments Available
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