Epstein & Kolacz Financial Advisors is an independent financial advisory firm that partners with individuals, families, and business owners to manage their financial futures. The firm focuses on delivering personalized financial planning, wealth management, retirement planning, estate planning, and insurance services. Operating on a foundation of integrity and trust, they aim to simplify the complexities of finance and guide clients toward making sound financial decisions. The advisors are affiliated with LPL Financial, using its platform for brokerage and investment advisory services.

Founded in

United States