Katrina Dennis - Ameriprise Financial Advisor

At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the McAllen, TX area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Fulfillment Wealth Management in McAllen, TX offers flexible and customizable financial planning services to help investors thrive and succeed. Backed by the resources and expertise of a nationally recognized financial services company, they provide guidance to help clients develop investment strategies that align with their unique goals and dreams. Specializing in investment and insurance products, Fulfillment Wealth Management emphasizes personalized advice and guidance to assist clients in planning for a secure financial future. Their dedicated team of associates is committed to listening to clients' needs and providing support to help them achieve confidence in their financial decisions.Generated from the website

Lena Adams-Winkel is a Senior Vice President Wealth Management at UBS Financial Services in Mcallen, TX. With over 22 years of experience, Lena is a CERTIFIED FINANCIAL PLANNER who specializes in helping clients achieve their financial goals. Her expertise lies in understanding the specific needs of medical professionals and business owners, thanks to her past experience as a business owner in the medical industry and 10 years in retail management. Assisting Lena is Irma Perez, a Senior Client Associate with over 26 years of experience in the financial service industry. Irma's extensive knowledge and dedication to simplifying the financial lives of UBS clients make her an invaluable asset to the team. Together, Lena and Irma provide comprehensive financial planning, investment strategies, and administrative support to help clients secure their financial future.Generated from the website