The Eppy GroupFort Lauderdale, Florida, US
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Business details
Financial Advising
500 East Broward Blvd. Fort Lauderdale , Florida, 33394
(954) 271-7888
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Contact UsContact Us
Accepts Reservations no
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- Mass Mutual
- Lincoln
- Financial Services
Payment methodsN/A
About Us
Since 1993, The Eppy Group has established a well-known financial firm based in Broward County. The company believes growing wealth should be accompanied by a strong defensive plan. Their primary goal is focused on preparing their clients to use their accumulated wealth at retirement with a focus on tax efficiency and legacy planning. During this process, The Eppy Group implements progressive strategies for estate, business, personal, charitable, and special needs. The company uses various tools including: investments, annuities, life, disability income, and long -erm care insurances. Past and present clients include individuals as well as businesses, The Eppy group has a large focus on assisting lawyers, special needs and LGBT. At The Eppy Group, our investment division fosters the client relationship with top rated fiduciaries who professionally manage wealth. Our team is committed, with pride, in our expertise including: • Personal Financial Planning • Corporate Benefits • Estate Analysis & Solutions • Special Needs Planning • Managed Investment Portfolios • Life Insurance • Annuities • Disability Income Insurance • Long-Term Care Insurance • LGBT Planning
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