Additional Information

  • Year Established: 2002
  • Categories: Financial Service Organizations, Financial Advisors & Planners
  • Specialties: 401(k) retirement plans and Individual Retirement Accounts, 529 qualified tuition plans, Annuities, Bonds, Certificates of deposit, Group retirement and savings plans, Life insurance, Long-term care, disability, and critical illness, Mutual funds, Other retirement savings plans designed specifically for employee groups, Qualified Retirement Plans, Simplified Employee Pension Plans, Stocks, U.S. Treasuries & Securities
  • Languages: English

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 05:00 PM
    Tuesday
    09:00 AM - 05:00 PM
    Wednesday
    09:00 AM - 05:00 PM
    Thursday
    09:00 AM - 05:00 PM
    Friday
    09:00 AM - 05:00 PM
    Saturday
    Closed

About Us

  • The EPM Financial team provides investment management, risk optimization, strategic wealth planning advice, and life insurance policies. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that work toward long term investment results for you and your family. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Call today to start the conversation and start saving for the future.