Purse Strings Approved Professionals

{"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":""}
Stephanie Groschup Purse Strings
Financial Advisor
View Profile

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
Kelly Ann Win
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
Ify Seales
Attorney
View Profile

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
Bazal Morani
Financial Advisor
View Profile

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
Melissa Anne Cox Purse Strings
Financial Advisor, Money / Financial Coach, and Financial Planner
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...
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