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