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
Joann North
Financial Planner
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Joann North

Certified Financial Planner, J North Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Life Insurance, Long-Term Care, Mutual Funds
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
3214 Clear Water Park Dr
Katy
Texas
77450
United States
SERVING:
TX
Virtual Appointments Available
Pam Friedman Purse Strings
Certified Divorce Financial Analyst and Financial Planner
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Pam Friedman, CFP®, CDFA®

Managing Director and Principal, Robertson Stephens
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Divorce Law, Investing, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
COMPLIANCE DISCLAIMER
Pam Friedman offers investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Divorce Financials
  • Financial Planning
LOCATION
1308 Navasota St
Austin
Texas
78702
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 Planner, 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...
COMPLIANCE DISCLAIMER
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a 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
Ify Seales
Attorney
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Ifeyinwa (“Ify”) Seales

Managing Attorney, Legacy Activists Legal Group PLLC
OVERVIEW OF SERVICES
Estate Plans
SPECIALTIES.
  • Family Legacy Planning
LOCATION
750 North St. Paul Street
Dallas
Texas
75201
United States
SERVING:
TX
Virtual Appointments Available