Purse Strings Approved Professionals

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Bazal Morani
Financial Advisor
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Bazal Morani

CEO and Financial Advisor, Empire Central Financial
OVERVIEW OF SERVICES
Disability insurance, Estate Plans, Life Insurance
SPECIALTIES.
  • Personal Tax Planning
  • Retirement planning
LOCATION
1349 Empire Central Dr
Dallas
Texas
75247
United 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
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.
  • 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
Melissa Anne Cox Purse Strings
Financial Advisor, Money / Financial Coach, and Financial Planner
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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...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Institutional Securities Corporation 3500 Oak Lawn Avenue, Suite 400 Dallas, TX 75219 Member FINRA, SIPC Purse Strings is not a client of 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
Jennifer Ewing Headshot Circle 2
Financial Advisor and Financial Planner
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Jennifer Radford

Financial Advisor/Planner, Ewing Financial Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. Ewing Financial Group, LLC is not an affiliate of NEXT. To Read more...
SPECIALTIES.
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Pension
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1909 Diamond Ridge Dr
Lampasas
Texas
76550
United States
SERVING:
FL,MI,MN,TX,WA
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...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services provided by NewEdge Advisors, LLC doing business as GM Wealth Group, LLC as a registered investment adviser.  Securities offered through NewEdge Securities, Inc., 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
Virtual Appointments Available