EPI Group

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

5700 Crooks Rd Ste 340, Troy, Michigan, ...

Phone Number

(248) 281-1100

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
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2
2
1
1

About EPI Group

EPI Financial Group is an independent financial services firm that specializes in designing personalized retirement strategies for individuals. Their comprehensive services include wealth management, retirement income strategies, and asset protection, utilizing a variety of investment and insurance products. Established in 2000 and expanding over the years, EPI has served over 7,000 clients, focusing on coordinating finances with estate planning needs. The firm emphasizes regular review and updates to financial plans to adapt to clients' evolving goals.Explore more
EPI Group's Social MediaPopular SearchesEPI Group LLCEstate Planning Institute Group LLCProtective Planning Group LLCEstate Planning InstituteEstate Law PCSIC Code 62,628NAICS Code 52,523Show more

EPI Group Org Chart

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Partner

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Financial Assistant

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RP
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Finanacial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EPI Group

<$5M
11-50
Private
-
2000
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2016
CD
Christopher DePenaManager, Operations
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2002
ML
Michael LadinFounder & CEO
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EPI Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EPI Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EPI Group.

EPI Group Tech Stack

A closer look at the technologies used by EPI Group

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Frequently Asked Questions Regarding EPI Group

What is EPI Group's official website?
EPI Group's official website is www.epigroupllc.com
What is EPI Group's Revenue?
EPI Group's revenue is <$5 Million
What is EPI Group's SIC code?
EPI Group's SIC: 62,628
What is EPI Group's NAICS code?
EPI Group's NAICS: 52,523
How many employees does EPI Group have?
EPI Group has 11-50 employees
What industry does EPI Group belong to?
EPI Group is in the industry of: Finance, Insurance, Securities Trading
What is EPI Group competition?
EPI Group top competitors include: The Holland Group, Ladin Tax & Financial Group, Pcb Financial Advisory Group, RetireWell
What technology does EPI Group use?
Some of the popular technologies that EPI Group uses are: Microsoft 365, GoDaddy DNS, Liquidweb, Microsoft Exchange Online
How do I contact EPI Group?
EPI Group contact info: Phone number: (248) 281-1100 Website: www.epigroupllc.com
What does EPI Group do?

EPI Financial Group is an independent financial services firm that specializes in designing personalized retirement strategies for individuals. Their comprehensive services include wealth management, retirement income strategies, and asset protection, utilizing a variety of investment and insurance products. Established in 2000 and expanding over t... he years, EPI has served over 7,000 clients, focusing on coordinating finances with estate planning needs. The firm emphasizes regular review and updates to financial plans to adapt to clients' evolving goals.Read More

What are EPI Group social media links?
EPI Group Linkedin page
Is EPI Group a public company?
EPI Group is private company therefore does not currently have an official ticker symbol
See more information about EPI Group

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