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Purse Strings Approved Professionals

 
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Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Kelly Guncheon, CFP®, ChFC®
Certified Financial Planner, Guncheon Financial LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Early on in my financial-services career, I saw and heard how many advisers in this male-dominated industry treated women. And it bothered me greatly. No Read more...
SPECIALTIES
  • Business Planning
  • Business Succession Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Pension
  • Self Directed IRA
  • Socially Conscious Investing
  • Social Security Specialist
  • Wealth Protection
LOCATION
3525 Plymouth Blvd., Suite 109
Plymouth
Minnesota
55447
United States
STATES SERVED:
CA, CO, IA, IL, KS, MN, MO, WI
Virtual Appointments Available
Polly Dedrick
Financial Advisor and Mortgage Lender
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Polly Dedrick
Investment Advisor Representative, Mortgage Loan Originator, PFS Financial Services Inc, Primerica Mortgage, LLC
OVERVIEW OF SERVICES
Asset Management, Auto insurance, College Savings, Debt Consolidation, Divorce Mortgage Planning, Healthcare Insurance, Home insurance, Investing, Life Insurance, Post-Divorce Matters, Refinancing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love to work with women because in my experience we’re fun, serious, tough, vulnerable, loving and great to be around! I offer women something Read more...
SPECIALTIES
  • Financial Planning
  • Money Mindsets
  • Mortgage
  • Socially Conscious Investing
LOCATION
4525 White Bear Pkwy, Suite 212
White Bear Lake
Minnesota
55110
United States
STATES SERVED:
All 50 States
Virtual Appointments Available