Benefits of Punturo Financial Services

Our organization is dedicated to serving clients and getting them financially fit, ready to pursue goals without stress. Independence and an objective nature set us apart from the competition. We proudly serve individuals using the knowledge of a CFP® professional and a clearly defined process that gives them the tools needed to achieve their goals.

As a firm, our talents are discovering your goals and selecting the investments used to achieve them. Instead of trying to time a stock or pick the "next big thing," we use third-party money managers to help construct a more complete portfolio. They help diversify client accounts and deliver a better overall experience. Harnessing the knowledge of these professionals lets us focus on our number one priority – you.

Comprehensive financial management includes aspects of many financial disciplines, including investments, estate planning, insurance, and budgeting. Our in-house CPAs have the ability to help clients align their financial plans with possible tax concerns. This, combined with our financial planning approach, makes for a holistic service that examines every facet of your financial condition.