Purse Strings Approved Professionals

 
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Sandra Keir Purse Strings
Financial Advisor, Medicaid / Medicare Specialist, and Retirement Coach / Advisor
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Sandra Keir, CFP
Financial Advisor, Chelsea Financial Services
OVERVIEW OF SERVICES
Annuities, Asset Management, Budgeting, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
SPECIALTIES
  • Business Succession Planning
  • Healthcare Insurance
  • Financial Planning
  • IRA
  • Legacy Planning
  • Pension
  • Retirement planning
  • Self Directed IRA
LOCATION
4270 Castlebridge Lane, #1724
Vamo
Florida
34238
United States
SERVING:
CA, FL, NJ, PA, TX, VT
Virtual Appointments Available
Dorothea Cole Purse Strings
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
Michelle Gordon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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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 Valuation
  • Charitable Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
Eric Blake Purse Strings
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
SERVING:
All 50 States
Virtual Appointments Available
Judy Ramsey Purse Strings
Financial Planner, Life Insurance Specialist, Money / Financial Coach, and Retirement Coach / Advisor
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Judy Ramsey MBA, RICP
Financial Advisor, First Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because of the genuine connection we create. Women are generally more honest, more open to sharing who they are and Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Special Needs Planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
6500 Emerald Parkway
Dublin
Ohio
43016
United States
SERVING:
All 50 States
Virtual Appointments Available