Our Qualifications

EPS Financial, Ltd. is an independent family owned company that has been in the financial service industry since 1978.  Our team holds state-regulated licenses to offer insurance products as well as separate registrations for both securities and investment advisory services.

The EPS Financial team continues to complete various educational courses on different aspects of financial services, including financial planning and consulting, investment advisory services, fee based planning and estate planning. We are committed to providing our clients with insightful advice and current information while displaying the highest standards of ethics and professional knowledge.

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