Purse Strings Approved Professionals

 
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Dorothea Cole
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
Eric Blake
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Eric Blake, CFP®
Founder and Lead Financial Advisor, Blake Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Investing, Post-Divorce Matters, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
SPECIALTIES
  • Financial Planning
  • Financial
  • Personal Tax Planning
  • Retirement planning
  • Social Security Specialist
  • Wealth Protection
LOCATION
201 W Virginia St, #102
McKinney
Texas
75069
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
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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
Heather Holjevac headshot v1
Financial Planner
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Heather Holjevac
Financial Planner, Holjevac Financial Group
OVERVIEW OF SERVICES
Estate Plans
WHY I LOVE WORKING WITH WOMEN
Heather has a passion of educating a diverse set of individuals, improving financial literacy and empowering women to achieve financial independence, as well as providing Read more...
SPECIALTIES
  • Divorce
  • Financial Planning
  • Social Security Specialist
  • Tax Mitigation
LOCATION
60 Bristol Rd E #436
Mississauga
Ontario
L4Z 3K8
Canada
Virtual Appointments Available
Samantha Beau
Financial Planner
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Samantha Beauvais
Associate Financial Planner, Aviance Capital Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Debt Consolidation, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because women's wealth matters. As women, we play many roles—from breadwinners to caretakers, to family chefs, to event planners, to Read more...
SPECIALTIES
  • Financial Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
2255 Glades Road, Ste 324A
Boca Raton
Florida
33431
United States
STATES SERVED:
FL
Virtual Appointments Available