We are passionate in our pursuit to provide excellence! Our clients rely on us to help them secure their future and help protect the ones they love, and we take that responsibility seriously. We "get it" because although our company has grown significantly, our roots began and will always be as "a family". We know that trust is crucial in making any relationship work and we strive to create, maintain and enhance our relationships through our commitment to act ethically and with integrity. We prepare our clients to accumulate and use their wealth, now and through retirement, with a keen focus on tax efficiency, asset protection and legacy planning. One of our strongest successes lies in helping clients who are concerned with maintaining lifestyle once they are no longer wanting or able to maintain a paycheck. We help them navigate cash flow fluctuations, taxes, lost opportunity and reallocations; a common thread of frustrations that can interfere with financial independence. Making financial decisions out of choice, not out of necessity, is the financial independence many our clients are seeking. At The Eppy Group, we believe a strong defensive plan is essential to growing wealth; a measure often overlooked by other advisors. Our fundamental approach revolves around client education; which facilitates our clients' ability to make well informed decisions. We craft and implement from the very simple to complex strategies for estate, personal, charitable and special needs. Businesses also require an advanced skill set and we have advisors to help navigate those needs. Our investment division at The Eppy Group fosters the client relationship and provides access to top rated fiduciaries who professionally manage wealth. Community and giving back is a core component of The Eppy Group. We give our time, talent and money, with heart and purpose, to better the world around us. Please visit our Giving Back page. Located in the heart of Las Olas in downtown Fort Lauderdale Florida, we have been based in Broward County since 1993. We have strongly vetted alliances with other advisors and business leaders in the community to share with our clients.
View Top Employees from Eppy Financial Group IncWebsite | http://www.theeppygroup.com |
Revenue | $7 million |
Employees | View employees |
Address | 501 E Las Olas Blvd, Ste 300, Fort Lauderdale, Florida 33301, US |
Phone | (954) 271-7888 |
Fax | (954) 776-7667 |
Industry | Finance General, Finance |
Competitors | Belcher & COMPANY, Petra Benefits Financial Services, SOUTHEAST AMERICAN FINANCIAL GROUP, INC., Sanitary Service Company, Inc., True Wealth Group, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Eppy Financial Group Inc employee's phone or email?
The Eppy Financial Group Inc annual revenue was $7 million in 2024.
Eppy Financial Group Inc is based in Fort Lauderdale, Florida.
The NAICS codes for Eppy Financial Group Inc are [523, 5239, 52393, 52].
The SIC codes for Eppy Financial Group Inc are [62, 628].