516 222 5515
You’re busy; so busy running your business or shining at your career that it’s hard to find time to sit back and examine your individual or company’s insurance and long-term financial needs. That’s what we do. We’re the financial team with a small business perspective; we can help you protect what you have built and balance your business and personal life.
We focus on two areas;
In today’s complex environment, it is essential to have a strong team of professionals, with expertise in a variety of disciplines, working for you. We pride ourselves on our ability to help spearhead your advisor team- coordinating the efforts of your attorney, CPA and other investment professionals to create a comprehensive strategy for all your financial needs.
At The Epstein Company, extraordinary service, innovative ideas and competitive products are business as usual. We can help keep you financially on course- so you can focus on your career or business and following your dreams.
“Coordinating Business and Personal Financial Goals”
**Estate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific tax or legal advice.