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.
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. Listen to "Managing Your Money, " a radio talk show where we invite your comments and calls every Saturday morning from 9 a.m. to 10 a.m. on WOBM-AM 1160 & 1310 and now 104.1FM.
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. Listen to "Managing Your Money, " a radio talk show where we invite your comments and calls every Saturday morning from 9 a.m. to 10 a.m. on WOBM-AM 1160 & 1310 and now 104.1FM.
Services
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
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