Purse Strings Approved Professionals

 
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Sandra Keir Purse Strings
Financial Advisor, Medicaid / Medicare Specialist, and Retirement Coach / Advisor
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Sandra Keir, CFP
Financial Advisor, Chelsea Financial Services
OVERVIEW OF SERVICES
Annuities, Asset Management, Budgeting, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
SPECIALTIES
  • Business Succession Planning
  • Healthcare Insurance
  • Financial Planning
  • IRA
  • Legacy Planning
  • Pension
  • Retirement planning
  • Self Directed IRA
LOCATION
4270 Castlebridge Lane, #1724
Vamo
Florida
34238
United States
SERVING:
CA, FL, NJ, PA, TX, VT
Virtual Appointments Available
Samantha Beauvais Purse Strings
Financial Planner
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Samantha Beauvais
Associate Financial Planner, Aviance Capital Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Debt Consolidation, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I love working with women because women's wealth matters. As women, we play many roles—from breadwinners to caretakers, to family chefs, to event planners, to Read more...
SPECIALTIES
  • Financial Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
2255 Glades Road, Ste 324A
Boca Raton
Florida
33431
United States
SERVING:
FL
Virtual Appointments Available
Katrina Moyer
Mortgage Lender
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Katrina Moyer
Broker, Mortgages & More, LLC
OVERVIEW OF SERVICES
Debt Consolidation, Downsizing and Relocating, Investing, Post-Divorce Matters, Real Estate Investing, Refinancing
SPECIALTIES
  • Mortgage
LOCATION
18326 Murdock Cir
Port Charlotte
Florida
33948
United States
SERVING:
FL
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
SPECIALTIES
  • Divorce
  • Divorce Financials
LOCATION
2551 Huntington Ave
Sarasota
Florida
34232
United States
SERVING:
FL
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
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