Investments, Estate/Legacy Planning, Retirement Planning, Risk Management, College Planning
Interview Q&A
How long have you been in business?
We have been in business since 1977.
What is your primary product or service?
We offer Investment Planning, Retirement Planning, Financial Services, College Planning, and Risk Management.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
EPA Financial Services, Corp. is a family run and owned company. I personally joined almost 15 years ago and have run the office for several years prior to becoming President.
How do you differentiate yourself from other businesses in your category and area?
We meet with our clients several times a year. Our clients are like family to us.
How many locations do you have and do you have plans to expand?
1
Provide detailed directions to your location
We are located just south of Cox Cro Road in Toms River, NJ right next to Citta Elementary School.
What type of payments do you accept?
We get paid through fees and commission based products and services.
Which areas do you service?
All of New Jersey and those states in which we are licensed.
Who owns your company or runs daily operations?
I run the daily operations and my father, Bob, and my mother, Jeanne own the business.
What are your hours of operation?
Monday through Friday 9-4pm
What is the best compliment anyone can give you?
The best compliment anyone can give our company is a referral of a friend or a family member.
What is your favorite quote or Bible verse?
Things don't happen to you, they happen for you.
Contact EPA Financial Services, Corp.:
