Purse Strings Approved Professionals

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Patel Karen 2023
Financial Planner Long-Term Care Specialist Retirement Coach / Advisor
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Karen S Patel, RICP® CLTC®

Financial Consultant, North Star Resource Group
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Raised as the youngest of four in a family-owned business, I was shaped early by a mother who taught my sister and I to be Read more...
FINRA's BrokerCheck
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.
  • Business Succession Planning
  • Business Valuation
  • Caregiver Assistance Planning
  • Charitable Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
2701 University Ave SE
Minneapolis
Minnesota
55414
United States
SERVING:
CA,AZ,CO,IL,IN,MA,OH,TX,UT,WI
Virtual Appointments Available
Suzanne Scheer J.D. CLTC®
Insurance Planning Specialist Long-Term Care Specialist
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Suzanne Scheer, J.D., CLTC®

Long-term care insurance specialist, SGS Insurance
OVERVIEW OF SERVICES
Long-Term Care
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.
  • Wealth Preservation
LOCATION
Bethesda
Bethesda
Maryland
20810
United States
SERVING:
CA
Virtual Appointments Available
Randall White
Financial Advisor Financial Planner Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist Medicaid / Medicare Specialist
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Randall Journeay White, MBA, CFP®, ChFC®

Owner & Director of Planning, ASB Financial Services
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services Offered Through CreativeOne Wealth LLC, a Registered Investment Advisor.  ASB Financial Services and CreativeOne Wealth LLC are not affiliated. Licensed Insurance Professional. Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Medicare
  • Retirement planning
  • Self Directed IRA
  • Social Security Specialist
  • Trust Planning
  • Wealth Protection
LOCATION
2506 Lakeland Drive, Ste. 505
Flowood
Mississippi
39232
United States
SERVING:
All 50 States
Virtual Appointments Available
Andria Bovey
Healthcare Planning Specialist Long-Term Care Specialist Medicaid / Medicare Specialist
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Andria Bovey

Insurance Agent, Bovey Insurance
OVERVIEW OF SERVICES
Healthcare Insurance, Long-Term Care
SPECIALTIES.
  • Healthcare Insurance
  • Medicare
LOCATION
Yuma
Yuma
Arizona
85364
United States
SERVING:
All 50 States
Virtual Appointments Available
Elana Cepa
Healthcare Planning Specialist Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist
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Elana Hokin Cepa

Life & Health Insurance Specialist, The Life Lady
OVERVIEW OF SERVICES
Annuities, Asset Management, Disability insurance, Healthcare Insurance, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
When women are empowered with the education and tools they are unstoppable. I am passionate about supporting women and allowing them to be in control Read more...
SPECIALTIES.
  • Business Insurance
  • Divorce
  • Divorce Financials
  • Healthcare Insurance
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • Legacy Planning
  • Mortgage
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
707 Skokie Boulevard
Northbrook
Illinois
60062
United States
SERVING:
AR,GA,ID,IL,IN,KS,LA,MA,MD,ME,MI,MO,NC,NH,NJ,NM,OH,PA,SC,TX
Virtual Appointments Available