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Text Content

2040 US Highway 9, Toms River, NJ 08755

732-286-1000
heather@epafinancial.com
CLIENT LOGIN
Menu


 * Home
 * HOME
 * OUR TEAM
 * ACCOUNT ACCESS
 * IMPORTANT INFORMATION 
   * Important Links
 * RESOURCES 
   * Financial Calculators
   * Market Update
   * Financial Guidance
 * CONTACT US

CLIENT LOGIN



YOUR FAMILY'S FINANCES ARE OUR FAMILY'S BUSINESS

No matter the complexity of your investor profile, we believe a prudent
financial strategy and investment management create better outcomes.




















EPA FINANCIAL SERVICES



EPA Financial Services is one of the oldest financial services firms in Ocean
County. EPA Financial Services was started in 1977 by Bob Richards and his wife,
Jeanne, and together they developed a distinct style of financial services. When
they started EPA Financial Services both Bob and Jeanne had envisioned the
office to be a family-atmosphere office, where staff and clients alike could
feel like they were at home and among people they knew. Since 1977, Bob has
developed EPA Financial Services into a financial planning-based practice where
the advisors offer a wide range of services (EPA Financial Services Menu of
Services can be found under the Important Information tab at the top of this
screen), but much of it is based on the principles of financial planning. Along
with his daughter Heather, who is also an advisor, Bob enjoys researching
investments, the markets, and the economy. Heather now runs EPA Financial
Services and continues to have the same vision for EPA Financial as her father
and mother had all those years ago.

To learn more about EPA Financial Services' advisors and staff, please see the
Our Team page.


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WHAT DOES THE SILICON VALLEY BANK COLLAPSE MEAN FOR INVESTORS?


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(732) 286-1000

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 * HOME

 * OUR TEAM

 * ACCOUNT ACCESS

 * IMPORTANT INFORMATION
   * Important Links

 * RESOURCES
   * Financial Calculators
   * Market Update
   * Financial Guidance

 * CONTACT US

CONTACT

Office: 732-286-1000

Fax: 732-286-1005

2040 US Highway 9

Toms River, NJ 08755

heather@epafinancial.com



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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite | Copyright 2024 Commonwealth Financial Network |
Copyright 2024 EPA Financial Services



EPA Financial Services  2040 US Highway 9, Toms River, NJ 08755 | P 732.286.1000

The Financial Advisor(s) associated with this website may discuss and/or
transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of
any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial
Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance
products and services are separate from and not offered through Commonwealth.

Information presented on this site is for informational purposes only and does
not intend to make an offer or solicitation for the sale or purchase of any
product or security. Investments involve risk and unless otherwise stated, are
not guaranteed.

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