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:
* Disability Income and Long Term Care Insurance
* Investment Portfolio Services
* Special Needs Planning
* Corporate Benefits
* Charitable Gifting
* Advanced Strategies
1000 Corporate Drive, Floor 7
Fort Lauderdale, FL 33334
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