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
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
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