Purse Strings Approved Professionals

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BLOUSE
Money / Financial Coach Financial Therapy Retirement Coach / Advisor
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Dee Zimmerman

Money Coach & Strategist for Couples, Freedom Lab
OVERVIEW OF SERVICES
Budgeting, College Savings, Debt Consolidation, Financial Therapy, Healthy Money Conversations
WHY I LOVE WORKING WITH WOMEN
I love working with women because they are often the catalyst for positive change in their families. They're thinking about the bills, the future, retirement, Read more...
COMPLIANCE DISCLAIMER
The information provided by Dee Zimmerman and Freedom Lab LLC is for educational and informational purposes only and should not be considered financial, investment, legal, Read more...
SPECIALTIES.
  • Behavior Coach
  • Daily Money Management
  • Emotional Relationship with Money
  • Financial Planning
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Retirement planning
LOCATION
7675 Fox Glen Dr
Douglas County
Colorado
80116
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
LG small
Financial Advisor Financial Planner Retirement Coach / Advisor
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Lauren Genuardi, MBA, CFP®

Chief Operations Officer, Managing Partner, Expressive Wealth LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Investing, Life Insurance, Mutual Funds
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.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
6650 North Northwest Highway
Chicago
Illinois
60631
United States
SERVING:
All 50 States
Virtual Appointments Available
Steve Hartel
Financial Planner Life Insurance Specialist Retirement Coach / Advisor
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Steve Hartel, MBA, AIF®

Wealth Advisor / Financial Planner, Maia Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I grew up in a "traditional for the times" household where my mother didn't work outside the home and my father was the sole breadwinner. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services are offered through Maia Wealth, a Registered Investment Advisor. This profile does not constitute investment advice. This profile contains information from Steve Read more...
SPECIALTIES.
  • Business Insurance
  • Charitable Planning
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Socially Conscious Investing
  • Student Loan Management
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
1401 17th St Suite 850
Denver
Colorado
80202
United States
SERVING:
All 50 States
Virtual Appointments Available
TJD
Divorce Financial Analyst Financial Planner Retirement Coach / Advisor
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Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®, RSSA®

Founder, Principal advisor, Jersey Shore Financial Advisors LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Estate Plans, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to Read more...
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.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Social Security Specialist
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Monmouth County
Red Bank
New Jersey
07701
United States
SERVING:
All 50 States
Virtual Appointments Available