Purse Strings Approved Professionals

 
{"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""}
 
Dorothea Cole Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
View Profile
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
Kelly Guncheon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
View Profile
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...
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