Punturo Financial Services

About Punturo Financial Services

Punturo Financial Services provides a unique blend of services integrating investment, tax, estate, and trust planning strategies to help clients successfully meet their financial goals. We proudly serve individuals using the knowledge of a Certified Financial Planner® and a clearly defined process that gives clients the tools needed to become financially fit and plan for the future. We provide comprehensive financial management including: • Financial Plan Preparation and Monitoring • Investment Management • Retirement Income Planning • Risk Management/Insurance • Estate and Trust Planning • Budgeting In addition, 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. Although we serve a diverse clientele, we have particular expertise working with Dentists, Doctors, Real Estate Professionals, Attorneys, Restaurants, and various wholesale, retail and manufacturing businesses. Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Cambridge and Punturo Financial Services, Inc. are not affiliated. Cambridge does not offer tax advice. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

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