Purse Strings Approved Professionals

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Kelly Ann Win
Alternative Investing and Money / Financial Coach
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Kelly Winget

Founder, Alternative Wealth Partners
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Investing
SPECIALTIES.
  • Wealth Protection
LOCATION
Dallas
Dallas
Texas
75001
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