Purse Strings Approved Professionals

 
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Melissa Anne Cox Purse Strings
Financial Advisor, Financial Planner, and Money / Financial Coach
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Melissa Anne Cox CFP
Certified Financial Planner, Fetterman Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
The answer is easy! I was raised by a tribe of strong women that showed me how important it is to support other women in Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Legacy Planning
  • Litigation Support
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
12700 Hillcrest Rd Suite 276
Dallas
Texas
75230
United States
SERVING:
All 50 States
Virtual Appointments Available
Brooklynn Chandler Willy Purse Strings
Financial Advisor
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Brooklynn Chandler Willy JD, RFC, CDFA
CEO, Founder, Texas Financial Advisory
OVERVIEW OF SERVICES
Asset Management, Estate Plans, Investing
SPECIALTIES
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Tax Preparation
LOCATION
20650 Stone Oak Pkwy
San Antonio
Texas
78258
United States
SERVING:
All 50 States
Virtual Appointments Available
Stephanie Groschup Purse Strings
Financial Advisor
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Stephanie Groschup, CRPC®
Managing Partner, GM Wealth Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
We have a genuine passion for helping women take charge of their futures to be economically independent.  We invest with purpose.  Our focus is on Read more...
SPECIALTIES
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
LOCATION
3811 Turtle Creek Blvd, Suite 1310
Dallas
Texas
75219
United States
SERVING:
All 50 States, CA, AR, CT, FL, GA, IL, IN, LA, MN, NC, NE, OH, PA, SC, TX, WA
Virtual Appointments Available
Financial Advisor, Financial Planner, and Money / Financial Coach
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Alyssa Calhoun, MBA
Associate Wealth Advisor, Director of Client Communications, CAM Investor Solution
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Long-Term Care, Mutual Funds, Real Estate Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
When I'm looking for a new professional for my own needs, whether that be a doctor or CPA, I prefer to work with a woman. Read more...
SPECIALTIES
  • Business Financials
  • Charitable Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Pension
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Small Business Tax
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
LOCATION
Austin
Austin
Texas
73301
United States
SERVING:
All 50 States
Virtual Appointments Available
Eric Blake Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Eric Blake, CFP®
Founder and Lead Financial Advisor, Blake Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Investing, Post-Divorce Matters, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
SPECIALTIES
  • Financial Planning
  • Financial
  • Personal Tax Planning
  • Retirement planning
  • Social Security Specialist
  • Wealth Protection
LOCATION
201 W Virginia St, #102
McKinney
Texas
75069
United States
SERVING:
All 50 States
Virtual Appointments Available