Purse Strings Approved Professionals

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Patel Karen 2023
Financial Planner Long-Term Care Specialist Retirement Coach / Advisor
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Karen S Patel, RICP® CLTC®

Financial Consultant, North Star Resource Group
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Disability insurance, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Raised as the youngest of four in a family-owned business, I was shaped early by a mother who taught my sister and I to be Read more...
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.
  • Business Succession Planning
  • Business Valuation
  • Caregiver Assistance Planning
  • Charitable Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
2701 University Ave SE
Minneapolis
Minnesota
55414
United States
SERVING:
CA,AZ,CO,IL,IN,MA,OH,TX,UT,WI
Virtual Appointments Available
Amanda studio headshot 17 Cropped
Financial Advisor Financial Planner
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Amanda Diaz, CFP®

LPL Financial Advisor, Advisory Services Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I love empowering women with the education and resources they need to support a life that is meaningful to them. Especially in an industry that Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC, sipc.org. Purse Strings is not a client of this financial professional Read more...
SPECIALTIES.
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2137 Embassy Drive, Suite 115
East Hempfield Township
Pennsylvania
17603
United States
SERVING:
FL,MA,NJ,PA,SC
Virtual Appointments Available
Judi Mohr
Financial Planner
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Judi Lohr Mohr, CFP®

Owner, Milestone Advice Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, 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
  • Wealth Preservation
LOCATION
2764 Pleasant Ridge Road, Suite A
Fort Mill
South Carolina
29708
United States
SERVING:
CT,DE,FL,GA,NC,OH,SC,TN,TX
Virtual Appointments Available
Beth Wahlig Purse Strings
Financial Advisor
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Beth Wahlig

Director of Socially Responsible Investing & Private Wealth Advisor, MRA Advisory Group
OVERVIEW OF SERVICES
401K Planning, Asset Management, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & Read more...
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
  • Socially Conscious Investing
LOCATION
3799 US-46
Parsippany-Troy Hills
New Jersey
07054
United States
Mitchell Thompson
Divorce Financial Analyst Financial Advisor Financial Planner
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Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®

Wealth Manager, MJT & Associates Financial Advisory Group, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Divorce Financial Neutral, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Estate Plans, Investing, Post-Divorce Matters, Sell a Business
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.
  • Business Planning
  • Business Succession Planning
  • Collaborative Divorce Process
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
464 Second Street, Suite 208
Excelsior
Minnesota
55331
United States
SERVING:
All 50 States
Virtual Appointments Available