Epoch Financial Solutions, LLC.

Financial Services - Boca Raton, FL, us

Epoch Financial Solutions, LLC. Employees
Matt Logan

Chief Executive Officer

Contact Matt Logan

Matthew Logan

Chief Executive Officer

Contact Matthew Logan

Contact All Epoch Financial Solutions, LLC. Employees
Epoch Financial Solutions, LLC. Senior Management
Matt Logan

Chief Executive Officer

Contact Matt Logan

Matthew Logan

Chief Executive Officer

Contact Matthew Logan

Contact All Epoch Financial Solutions, LLC. Employees
Epoch Financial Solutions, LLC. Details

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.

Epoch Financial Solutions, LLC. logo, Epoch Financial Solutions, LLC. contact details
Website: epochfl.com
Employees: 5 - 9
HQ: N/A
Location: Boca Raton, FL, us
Revenue: Not Available
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