Purse Strings Approved Professionals

 
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Rita Cheng Purse Strings
Financial Advisor and Financial Planner
View Profile
Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Small Business Tax
  • Social Security Specialist
  • Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
SERVING:
All 50 States
Virtual Appointments Available