Purse Strings Approved Professionals Search for States ServedAll 50 StatesCAAKALARAZCOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY States Served Provinces ServedAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaOntarioPrince Edward IslandQuebecSaskatchewanProfessional CategoryProfessional CategoryProfessional CategoryAccountantAlternative InvestingAttorneyBookkeeperBusiness CoachCertified Divorce CoachCertified Divorce Financial AnalystExecutive CoachFinancial AdvisorFinancial PlannerHealthcare Planning SpecialistInsurance Planning SpecialistLife Insurance SpecialistLong-Term Care SpecialistM&A AdvisorMedicaid / Medicare SpecialistMoney / Financial CoachMortgage LenderP&C AgentReal EstateRetirement Coach / AdvisorSettlement ConsultantTax SpecialistUncategorized Search Search {"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""} Financial Advisor, Financial Planner, and Retirement Coach / Advisor View Profile Michelle Gordon, CETF Founder and CEO, Investably LLC OVERVIEW OF SERVICES 401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist SPECIALTIES Business ValuationCharitable PlanningFinancial PlanningIRALegacy PlanningPersonal Tax PlanningRetirement planningSocially Conscious InvestingTax MitigationTrust PlanningWealth ProtectionWealth Preservation LOCATION 7200 Wisconsin Ave Bethesda Maryland 20814 United States SERVING: All 50 States Virtual Appointments Available Financial Advisor and Financial Planner View Profile Marguerita Cheng Chief Executive Officer, Blue Ocean Global Wealth OVERVIEW OF SERVICES 401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters SPECIALTIES Business Cash Flow AnalysisBusiness FinancialsBusiness GrowthBusiness PlanningBusiness Succession PlanningCharitable PlanningDivorce FinancialsFamily Legacy PlanningFinancial PlanningIRALegacy PlanningMoney MindsetsPersonal Tax PlanningSmall Business TaxSocial Security SpecialistWealth Protection LOCATION 9841 Washingtonian Blvd Gaithersburg Maryland 20878 United States SERVING: All 50 States Virtual Appointments Available
