Minnesota

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Patel Karen 2023
Financial Planner Long-Term Care Specialist Retirement Coach / Advisor
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Karen S Patel, RICP® CLTC®

Financial Consultant, North Star Resource Group
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Raised as the youngest of four in a family-owned business, I was shaped early by a mother who taught my sister and I to be 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 Succession Planning
  • Business Valuation
  • Caregiver Assistance Planning
  • Charitable Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
2701 University Ave SE
Minneapolis
Minnesota
55414
United States
SERVING:
CA,AZ,CO,IL,IN,MA,OH,TX,UT,WI
Virtual Appointments Available
Mitchell Thompson
Divorce Financial Analyst Financial Advisor Financial Planner
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Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®

Wealth Manager, MJT & Associates Financial Advisory Group, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Divorce Financial Neutral, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Estate Plans, Investing, Post-Divorce Matters, Sell a Business
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 Planning
  • Business Succession Planning
  • Collaborative Divorce Process
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
464 Second Street, Suite 208
Excelsior
Minnesota
55331
United States
SERVING:
All 50 States
Virtual Appointments Available
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Financial Planner
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Dana Menard, CFP®, RLP®, CEPA®, CBDA℠, CDAA™

Founder and Lead Financial Planner, Twin Cities Wealth Strategies, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Crypto Investing, College Admission and Financial Aid, College Savings, Debt Consolidation, Disability insurance, Employee Benefits, Estate Plans, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I love working with women because I am the father of three daughters and I want them to feel empowered when it comes to personal 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 Planning
  • Business Succession Planning
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Tax Preparation
  • Wealth Protection
  • Wealth Preservation
LOCATION
11670 Fountains Drive, Suite 200
Maple Grove
Minnesota
55369
United States
SERVING:
All 50 States
Virtual Appointments Available
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