Purse Strings Approved Professionals
Â
Â
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
Vamo
Florida
34238
United States
SERVING:
CA, FL, NJ, PA, TX, VT
Virtual Appointments Available
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
Boca Raton
Florida
33431
United States
SERVING:
FL
Virtual Appointments Available
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
Port Charlotte
Florida
33948
United States
SERVING:
FL
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
Sarasota
Florida
34232
United States
SERVING:
FL
Virtual Appointments Available
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
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
Â