Richard  Punturo,  CFP<sup>&reg;</sup> - Financial Advisor

Richard Punturo, CFP®

CPA

Punturo Financial Services, Inc.

445 Broad Hollow Rd, Ste 108
Melville, NY 11747
(631) 694-5645

General

Richard Punturo is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Punturo Financial Services, Inc. in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources