Epoch Financial Solutions, LLC.

Epoch Financial Solutions, LLC., is a boutique firm, specializing in Financial Services & Insurance Planning and Risk Management. Epoch's approach varies from their competition by identifying and understanding the needs of their clients using a holistic approach and from a risk/preservative perspective.Each and every individual, family and/or business is different. With 30+ years of combined experience, our team is here to assist you with all aspects of risk management, all lines of personal & commercial casualty insurance, wealth accumulation, retirement planning, legacy planning, philanthropy, business succession, long term care needs and tax efficient wealth transference and/or preservation.

网站

https://www.EpochFL.com

Epoch Financial Solutions, LLC.的外部链接

所属行业

金融服务

规模

2-10 人

总部

Boca Raton，Florida

类型

私人持股

创立

2020

领域

Risk Management、Insurance 、Financial Services、Life Insurance、Personal Property & Casualty、Commercial Property & Casualty和Annuties