Puma Richards CFP, MSFS
Robert J. Richards Jr., CFP, MSFS, CFS
Owner
855-949-7862
puma@pumarichards.com

Welcome
Welcome!

Puma Richards CFP®, MSFS, CFS, CAS, CIS is an independent financial planner in Toms River, New Jersey, that has been helping families and small business owners work towards their financial goals since 1993. He provides clients with independent, objective advice.

For a free one-hour, no obligation consultation, call: (855) WHY-PUMA (855-949-7862)

Within his Financial Plans, the following areas are explored (if applicable), to help his clients achieve their financial goals.

  • Risk Management
  • Money Management
  • Educational Needs
  • Business Planning
  • Tax Planning
  • Investment Strategies
  • Retirement Needs
  • Estate Planning

To learn more about the Financial Planning Process and how it may help you please call me at (855) 949-7862

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Securities offered through Securities America, Inc., Member FINRA/SIPC (www.FINRA.org and www.SIPC.org). Financial Planning and Advisory services offered through Arbor Point Advisors, Inc. Securities America, Inc. and Arbor Point Advisors are not affiliated with Puma Financial Planning & Investment Management.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Securities licensed in: Co, DE, MD, MI, MS, NC, NJ, NY, PA, and SC.



This communication is strictly intended for individuals residing in the state(s) of DE, MD, MI, MS, NJ, NY, PA and SC. No offers may be made or accepted from any resident outside the specific states referenced.