Purse Strings Approved Professionals

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Jonathan McAlister
Financial Advisor Financial Planner
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Jonathan McAlister, CFP®, CKA®

Director and Wealth Advisor, Integrity Read Wealth Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Estate Plans, Investing, Life Insurance, Long-Term Care, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
Jonathan holds a strong appreciation for working with women, recognizing the resilience, thoughtfulness, and intentionality they bring to financial decision making, often during meaningful periods Read more...
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.
  • Charitable Planning
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
820 Gessner Road, Suite 300
Houston
Texas
77024
United States
SERVING:
All 50 States
Virtual Appointments Available
Jon Wells
Divorce Lending Professional Mortgage Lender
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Jonathan Wells

Branch Manager, LeaderOne Financial
OVERVIEW OF SERVICES
Debt Consolidation, Divorce Mortgage Planning, Downsizing and Relocating, Home Buying, Real Estate Investing, Refinancing
COMPLIANCE DISCLAIMER
LeaderOne Financial Corporation is licensed by the Florida Office of Financial Regulation, License #MLD466. The Indiana Department of Financial Institutions. First Lien Mortgage Lending License Read more...
SPECIALTIES.
  • Divorce Mortgage Planning
  • Lending Programs
  • Mortgage
LOCATION
115 South Court Street,Suite E Office #4
Crown Point
Indiana
46307
United States
SERVING:
FL,GA,IL,IN,MI,OH,TN
Virtual Appointments Available