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Purse Strings Approved Professionals

 
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Susan Keeton
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
STATES SERVED:
FL
Virtual Appointments Available
Sandra Keir
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
STATES SERVED:
CA, FL, NJ, PA, TX, VT
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
STATES SERVED:
FL
Craig Richman
Certified Divorce Financial Analyst, Financial Advisor, and Retirement Coach / Advisor
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Craig Richman, CLU, ChFC, AIFA, CDFA, RYT200
Intentional Wealth Practice for Women, Richman Capital Management
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Asset Management, Budgeting, Divorce Law, Estate Plans, Investing, Life Insurance, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
My experience as a yoga teacher inspired me to become the best version of myself which incorporated an awareness of my physical, spiritual, emotional and Read more...
SPECIALTIES
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
LOCATION
5550 Glades Rd, Suite 500
Boca Raton
Florida
33431
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Allison OBrien
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
STATES SERVED:
AZ, CA, 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