Purse Strings Approved Professionals

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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
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
VP Wealth Management Advisor, Financial Planner and Fiduciary
Financial Advisor Financial Planner Long-Term Care Specialist
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Gigi JM Verrey, ChFC, CLU

Vice President, Wealth Management, Alera Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My mission is to understand you and your priorities. To take the time, to ask thoughtful, smart questions and to listen carefully, then to understand, Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, Read more...
SPECIALTIES.
  • Charitable Planning
  • Financial Planning
  • Philanthropy
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
3 Parkway N, Suite 500
Deerfield
Illinois
60015
United States
SERVING:
All 50 States
Virtual Appointments Available
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