Mcguckin Financial

At EPA Financial Services, we pride ourselves on being one of the oldest and most respected financial services firms in Ocean County, New Jersey. Founded in 1977 by Bob Richards and his wife, Jeanne, our family-owned and operated business has been dedicated to helping individuals and families achieve their financial goals for over four decades.

Our Story

Our journey began when Bob, a lifelong resident of New Jersey, started his career in the financial services industry after serving in the U.S. Army. With a passion for financial planning and a vision to make a difference in his community, he joined E.R. Squibb and Sons before moving on to Aetna Life and Casualty, where he became a certified financial planner. This led him to attend the prestigious Chartered Life Underwriter (CLU) program and become one of the first 400 CERTIFIED FINANCIAL PLANNER professionals in the country.

Our Team

Throughout the years, our team has grown to include Bob's wife, Jeanne, and their daughter, Heather Richards-Barone, who joined the company in 2003. Heather is a well-educated and experienced financial planner in her own right, holding a bachelor's degree in education from the University of West Chester and a lifelong passion for helping others. Under Heather's leadership, our company has continued to thrive, offering a wide range of services to our clients.

Our Services

From investment and retirement planning to insurance and estate analysis, our dedicated team is committed to providing personalized financial guidance and solutions to Individuals, families, and businesses in our community. At EPA Financial Services, we believe that financial planning is not just about managing money, but about creating a better life for ourselves and our loved ones.

Our Legacy

Our story is one of family, community, and dedication. From our humble beginnings to our current success, EPA Financial Services has remained committed to our core values of integrity, expertise, and compassion. We take pride in being a trusted partner for our clients, and our legacy is built on the relationships we've formed and the trust we've earned.

Why Choose Us?

When you choose EPA Financial Services, you can expect:

• Personalized service: Our team is dedicated to understanding your unique financial situation and goals.
• Expert knowledge: Our certified financial planners have decades of experience and expertise in financial planning and investment strategies.
• Family-owned and operated: We are committed to building long-term relationships and serving our community.
• Integrity and transparency: We believe in transparency and honesty in all our dealings.