Purse Strings Approved Professionals

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Karen Koenig Purse Strings
Financial Advisor, Money / Financial Coach, and Financial Planner
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Karen Koenig

Founder and Owner, KK Financial Solutions - Financially Empowering You
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Union Capital Company, (520) 664-2001 Tel., (520) 664-2002 Fax., 6407 E. Grant Road, Tucson, Arizona 85715, www.UnionCapital.Com, Securities offered through Union Capital Company (Member FINRA, Read more...
SPECIALTIES.
  • Business Financials
  • Business Growth
  • Divorce
  • Financial Planning
  • IRA
  • Money Mindsets
  • Small Business Tax
  • Socially Conscious Investing
  • Wealth Protection
LOCATION
18112 N Plaza Ct
Surprise
Arizona
85374
United States
SERVING:
CA,AZ,ID,MO,NE,NV,TN,TX,WA,WY
Virtual Appointments Available
CCP 2825b
Financial Advisor
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Bridgette Gavagan

Financial Advisor, Gavagan Financial Services
OVERVIEW OF SERVICES
401K Planning, Annuities, Asset Management, Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
For full disclosures, visit my website at https://www.gavaganfinancial.com/. Third-party comments displayed are not verified and may not be accurate and are not necessarily representative of Read more...
SPECIALTIES.
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
16150 N Arrowhead Fountains Center Dr Suite 345
Peoria
Arizona
85382
United States
SERVING:
AZ
Virtual Appointments Available
Jodie Lamb
Settlement Consultant
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Jodie Lamb, MSSC®, CMSS™

Master Structured Settlement Consultant, Arcadia Settlements
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Investing
WHY I LOVE WORKING WITH WOMEN
The noted “woman’s touch” is the capacity to repeatedly stand out in dedication, commitment, and passion. I know from firsthand experience how much harder women Read more...
SPECIALTIES.
  • Commercial Insurance
  • Commercial Real Estate
  • Financial Planning
  • Financial
  • High-End Real Estate
  • Litigation Support
  • Mediation
  • Medicare
  • Personal Tax Planning
  • Retirement planning
  • Special Needs Planning
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
PO Box 76106
Phoenix
Arizona
85087
United States
SERVING:
All 50 States
Virtual Appointments Available
Andria Bovey
Healthcare Planning Specialist, Long-Term Care Specialist, and 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