Purse Strings Approved Professionals

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Grant Meyer
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Grant Meyer, CFP®, BFA™, Certified Grief Educator

Founder, Financial Planner, Positive Energy Provider, GTS Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Investing, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
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.
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Socially Conscious Investing
  • Wealth Protection
  • Wealth Preservation
LOCATION
3900 American Blvd W Suite 1500
Bloomington
Minnesota
55431
United States
SERVING:
All 50 States
Virtual Appointments Available
Kelly Guncheon Purse Strings
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...
COMPLIANCE DISCLAIMER
​Guncheon Financial LLC is an Investment Adviser registered with the States of Minnesota, California, Colorado, Illinois, Iowa, Missouri, and Wisconsin. This communication is not intended 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
SERVING:
CA,CO,IA,IL,KS,MN,MO,WI
Virtual Appointments Available