Purse Strings Approved Professionals Search for States ServedAll 50 StatesCAAKALARAZCOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY States Served Provinces ServedAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaOntarioPrince Edward IslandQuebecSaskatchewanProfessional CategoryProfessional CategoryProfessional CategoryAccountantAlternative InvestingAttorneyBookkeeperBusiness CoachCertified Divorce CoachCertified Divorce Financial AnalystExecutive CoachFinancial AdvisorFinancial PlannerHealthcare Planning SpecialistInsurance Planning SpecialistLife Insurance SpecialistLong-Term Care SpecialistM&A AdvisorMedicaid / Medicare SpecialistMoney / Financial CoachMortgage LenderP&C AgentReal EstateRetirement Coach / AdvisorSettlement ConsultantTax SpecialistUncategorized Search Search {"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""} Alternative Investing and Money / Financial Coach View Profile 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 Financial Advisor, Financial Planner, and Money / Financial Coach View Profile 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 FinancialsCharitable PlanningFinancial PlanningFinancialIRALegacy PlanningMoney MindsetsPensionPersonal Tax PlanningRetirement planningSelf Directed IRASmall Business TaxSocially Conscious InvestingTrust PlanningWealth Protection LOCATION Austin Austin Texas 73301 United States SERVING: All 50 States Virtual Appointments Available Financial Advisor, Financial Planner, and Money / Financial Coach View Profile 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 PlanningIRALegacy PlanningLitigation SupportMoney MindsetsRetirement planningSpecial Needs PlanningWealth Protection LOCATION 12700 Hillcrest Rd Suite 276 Dallas Texas 75230 United States SERVING: All 50 States Virtual Appointments Available
