Purse Strings Approved Professionals

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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
Allison O'Brien Purse Strings
Financial Advisor
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Allison O’Brien

Financial Advisor, UBS
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, 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
LOCATION
101 E Kennedy Blvd
Tampa
Florida
33602
United States
SERVING:
CA,AZ,CO,CT,FL,GA,HI,IA,IL,KY,LA,MA,MI,MN,MO,NC,ND,NH,NV,OH,OR,PA,SC,SD,TX,VA,VT,WA
Rosemary Guilfoyle
Financial Advisor
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Rosemary Guilfoyle

Financial Advisor, Evershore Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Life Insurance, Long-Term Care
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
  • Retirement planning
  • Wealth Protection
LOCATION
7284 W Palmetto Park Rd suite 106
Boca Raton
Florida
33433
United States
SERVING:
FL
Virtual Appointments Available
brook in red jacket web
Business Coach
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Brook Borup

Systems & Processes Architect, My Clone Solution
SPECIALTIES.
  • Business Coaching
  • Business Growth
  • Business Planning
LOCATION
4909 Cresthill Dr
Tampa
Florida
33615
United States
SERVING:
All 50 States
Virtual Appointments Available
Susan J. Keeton Purse Strings
Accountant and Certified Divorce Financial Analyst
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Susan J. Keeton, CPA, CFE, CDFA

Owner, Susan J. Keeton, CPA, P.A.
OVERVIEW OF SERVICES
Budgeting, Post-Divorce Matters, Tax Specialist
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.
  • Divorce
  • Divorce Financials
LOCATION
2551 Huntington Ave
Sarasota
Florida
34232
United States
SERVING:
FL
Virtual Appointments Available