Purse Strings Approved Professionals

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Robert Cucchiaro
Financial Planner
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Robert Cucchiaro, CFP®

President, Summit Wealth & Retirement Partners
OVERVIEW OF SERVICES
529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Sell a Business, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
The clients that I work with tend to feel about money, the way that I feel about technology - its a necessary part of their Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Summit Wealth & Retirement Partners is the marketing name for Summit Wealth & Retirement Planning, Inc., an Idaho corporation. Investment advisory services offered through Summit Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Wealth Protection
LOCATION
435 E Shore Dr. Suite 220
Eagle
Idaho
83616
United States
SERVING:
All 50 States
Virtual Appointments Available
Ryan Wheless
Financial Advisor
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Ryan Wheless

Founder, Allied Wealth
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
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Wealth Protection
  • Wealth Preservation
LOCATION
9595 Six Pines Drive, Building 4, Suite 4230
The Woodlands
Texas
77380
United States
SERVING:
TX
Virtual Appointments Available
Christopher Henwood
Mortgage Lender
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Christopher Henwood

Mortgage Loan Officer, Northpointe Bank
OVERVIEW OF SERVICES
Debt Consolidation, Divorce Mortgage Planning, Downsizing and Relocating, Real Estate Investing, Refinancing
SPECIALTIES.
  • Commercial Real Estate
  • Mortgage
LOCATION
300 Interpace Parkway, Suite C370
Parsippany-Troy Hills
New Jersey
07054
United States
SERVING:
All 50 States
Virtual Appointments Available
Kevin Sparaco
Real Estate
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Kevin Sparaco

Real Estate Agent, Keller Williams Realty, LLC
OVERVIEW OF SERVICES
Downsizing and Relocating, Home Buying, Real Estate Investing
SPECIALTIES.
  • High-End Real Estate
LOCATION
75-25 31st Ave #202
east elmurst
New York
11370
United States
SERVING:
NY
Virtual Appointments Available
Beth Wahlig Purse Strings
Financial Advisor
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Beth Wahlig

Director of Socially Responsible Investing & Private Wealth Advisor, MRA Advisory Group
OVERVIEW OF SERVICES
401K Planning, Asset Management, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & Read more...
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
  • Socially Conscious Investing
LOCATION
3799 US-46
Parsippany-Troy Hills
New Jersey
07054
United States