Financial Group

The Eppy Group, LLC

Fort Lauderdale, FL

Bronze member

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About The Eppy Group, LLC

We offer insurance and financial services. We are a full-service firm with 10 advisers and 5 staff. Smart financial decisions rarely involve spending more money, but rather finding ways to allocate existing cash flows to achieve better results.

At Eppy Financial, we strive to educate our clients in making informed, confident decisions. As a result, they gain control over their finances for their own lives and for their legacy.

. we serve a wide range of clients with diverse assets and needs. While we do have the expertise and products to help affluent clients develop complex financial strategies, we also do a great job helping those in more modest circumstances find peace of mind.

Our specialty services include:

* Life
* Disability Income and Long Term Care Insurance
* Annuities
* Investment Portfolio Services
* Special Needs Planning
* Corporate Benefits
* Charitable Gifting
* Advanced Strategies

Location

500 East Broward Boulevard, Suite 1800
Fort Lauderdale, FL 33394

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Question and answer

Q. What advice do you have for a customer looking to hire a provider like you?

A. We have advisers who specialize in many areas. We believe that education is a key component to planning and proper information leads to well informed decisions. Let us help educate you.

Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?

A. There are so many product out there, let someone who is very knowledgeable help you understand the differences so that you can make a good decision for you and your family.

Q. What questions should a consumer ask to hire the right service professional?

A. Ask about fees. We feel strongly that through the products we provide, we are paid nicely by the companies through which we work. We do not feel it necessary to charge a fee in addition.

Ask lots of questions, this should not be a problem for someone who is well educated in this area.

Ask what companies they can provide to you. Some advisers are held captive through one company. We pride ourselves on being non-proprietary and can work with whatever company can provide what is right for you!

Q. What important information should buyers have thought through before seeking you out?

A. They should think about what their goals are. But really, if needed we can sit down with them and just talk through many things and try to help create those goals together.

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