Richard Punturo, CFP®, CPA
President

CONNECT

Address:

445 Broadhollow Rd. Suite 108,
Melville, NY 11747

Phone:

631-694-5645

Fax/Other:

631-694-5370

Our Qualifications

Richard Punturo has been working with individuals and businesses in the area for over 20 years.

Richard has extensive personal and professional experience. He also holds the CFP® certification and is a Certified Public Accountant.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck