Epic Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1780 Stoney Hill Dr Ste D3, Hudson, Ohio...

Phone Number

(330) 331-0629

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Epic Financial

Epic Financial, LLC is a financial planning firm based in Hudson, Ohio, providing comprehensive services in financial planning, investment management, and wealth management to clients nationwide. They specialize in serving independent professionals, police officers, firefighters, entrepreneurs, business owners, and near-retirement individuals by addressing their unique financial challenges and goals. As a fee-only financial advisor, Epic Financial focuses on transparency and objectivity, ensuring clients are not burdened by hidden fees or commissions. Led by Trace Tisler, a CERTIFIED FINANCIAL PLANNER, the firm aims to simplify financial management and empower clients to achieve their financial aspirations.Explore more
Epic Financial's Social MediaPopular SearchesEpic Financial LLCEpic FinancialEpic Financial Services LLCFinancial LLCSIC Code 62,628NAICS Code 52,523Show more

Epic Financial Org Chart

PhoneEmail
TT
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Financial Advisor & Investment Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Epic Financial

$5.1M
1-10
Private
-
2013
TT
Trace TislerFinancial Advisor & Investment Specialist
<$5M
1-10
Private
-
2019
JR
Josiah RobisonFinancial Advisor
<$5M
1-10
Private
-
2022
JS
Jennifer San NicolasAdministrative Assistant
<$5M
1-10
Private
-
1998
SJ
Stefan JacksonFinancial Planner & Portfolio Manager
<$5M
1-10
Private
-
2020
AL
Austin LuckieFinancial Planner
<$5M
1-10
Private
-
2016
WB
William BeezleyPrincipal and Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Epic Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Epic Financial Tech Stack

A closer look at the technologies used by Epic Financial

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Frequently Asked Questions Regarding Epic Financial

What is Epic Financial's official website?
Epic Financial's official website is www.epic-financial.com
What is Epic Financial's Revenue?
Epic Financial's revenue is $5.1 Million
What is Epic Financial's SIC code?
Epic Financial's SIC: 62,628
What is Epic Financial's NAICS code?
Epic Financial's NAICS: 52,523
How many employees does Epic Financial have?
Epic Financial has 1-10 employees
What industry does Epic Financial belong to?
Epic Financial is in the industry of: Finance, Securities Trading
What is Epic Financial competition?
Epic Financial top competitors include: Fleurus Investment Advisory, Vilga Financial Planning, Rise Financial Partners, Jackson Wealth Management
What technology does Epic Financial use?
Some of the popular technologies that Epic Financial uses are: Imperva Incapsula WAF, Imperva Incapsula, GlobalSign, Google Workspace
How do I contact Epic Financial?
Epic Financial contact info: Phone number: (330) 331-0629 Website: www.epic-financial.com
What does Epic Financial do?

Epic Financial, LLC is a financial planning firm based in Hudson, Ohio, providing comprehensive services in financial planning, investment management, and wealth management to clients nationwide. They specialize in serving independent professionals, police officers, firefighters, entrepreneurs, business owners, and near-retirement individuals by ad... dressing their unique financial challenges and goals. As a fee-only financial advisor, Epic Financial focuses on transparency and objectivity, ensuring clients are not burdened by hidden fees or commissions. Led by Trace Tisler, a CERTIFIED FINANCIAL PLANNER, the firm aims to simplify financial management and empower clients to achieve their financial aspirations.Read More

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

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