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Epsilon Financial Group

EST. AUM
$554,131,384

CONTACTS
2

CLIENT ACCOUNTS
495

Firm Details

Metro area Walnut Creek
CRD Number 111990
Website epsilonfg.com
Client types

Overview

Epsilon Financial Group, Inc. provides financial planning, investment management, and wealth management services for individuals and couples focusing on retirement preparation and management. The firm works with clients at various stages of their financial journey to develop and maintain retirement plans. Epsilon Financial Group takes a client-focused approach, creating financial strategies tailored to individual goals through collaborative planning. The firm offers independent, fee-only advisory services, providing objective guidance and constructing investment portfolios based on clients' priorities. Its recommendations are informed by academic research and current financial practices. Operating as a fiduciary, Epsilon Financial Group adheres to a standard of prioritizing clients' interests and draws on over 30 years of industry experience.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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