The Eppy Group, LLC

Fort Lauderdale, FL

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About this pro

We offer insurance and financial services. Smart financial decisions rarely involve spending more money, but rather finding ways to allocate existing cash flows to achieve better results.

At The Eppy Group 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

Fort Lauderdale, FL 33394

Years in business

23

Number of employees

20

Q&A

What advice would you give a customer looking to hire a provider in your area of work?
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.