Purse Strings Approved Professionals

 
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Kelly Guncheon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Kelly Guncheon, CFP®, ChFC®
Certified Financial Planner, Guncheon Financial LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Early on in my financial-services career, I saw and heard how many advisers in this male-dominated industry treated women. And it bothered me greatly. No Read more...
SPECIALTIES
  • Business Planning
  • Business Succession Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Pension
  • Self Directed IRA
  • Socially Conscious Investing
  • Social Security Specialist
  • Wealth Protection
LOCATION
3525 Plymouth Blvd., Suite 109
Plymouth
Minnesota
55447
United States
SERVING:
CA, CO, IA, IL, KS, MN, MO, WI
Virtual Appointments Available
Lindy Venustus Purse Strings
Financial Planner
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Lindy Venustus, CFP®
Certified Financial Planner - CEO, Owner, Create Financial Planning
OVERVIEW OF SERVICES
Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
We act as a behavior coach, mentor, hand holder, oh and Advisor formulating a plan for the future. Our goal is finding a place of Read more...
SPECIALTIES
  • Financial Planning
LOCATION
8400 Normandale Lake Blvd
Minneapolis
Minnesota
55437
United States
SERVING:
All 50 States
Virtual Appointments Available