Purse Strings Approved Professionals

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Financial Advisor, Money / Financial Coach, Financial Planner, Insurance Planning Specialist, and Retirement Coach / Advisor
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Tresa Leftenant CFP® BFA®

Senior Vice President, Cornerstone Financial Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I've been in the money business since I was 15 years old, as my first job was in my hometown bank. I was fortunate to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
An Ameriprise Financial Franchise.  Products from Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Growth Coaching
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
11400 SE 8th St suite 225
Bellevue
Washington
98004
United States
SERVING:
All 50 States
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
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Full Circle Financial and JWC/JWCA are unaffiliated Read more...
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
IMG 6815
Financial Advisor
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Joseph Anthony Pezzo

Financial Advisor, Corporate Plans Retirement Strategies, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Joseph A. Pezzo is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely through Equity Services, Inc., Read more...
SPECIALTIES.
  • Business Financials
  • Business Growth
  • Healthcare Insurance
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
  • Wealth Preservation
LOCATION
333 Westchester Ave
White Plains
New York
10604
United States
SERVING:
All 50 States
Virtual Appointments Available
Kelly Guncheon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Kelly Guncheon, CFP®, ChFC®

Certified Financial Planner, Guncheon Financial LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Early on in my financial-services career, I saw and heard how many advisers in this male-dominated industry treated women. And it bothered me greatly. No Read more...
COMPLIANCE DISCLAIMER
​Guncheon Financial LLC is an Investment Adviser registered with the States of Minnesota, California, Colorado, Illinois, Iowa, Missouri, and Wisconsin. This communication is not intended Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Pension
  • Self Directed IRA
  • Socially Conscious Investing
  • Social Security Specialist
  • Wealth Protection
LOCATION
3525 Plymouth Blvd., Suite 109
Plymouth
Minnesota
55447
United States
SERVING:
CA,CO,IA,IL,KS,MN,MO,WI
Virtual Appointments Available