EPL Financial Services

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

6065 E University Dr Ste B, Mesa, Arizon...

Phone Number

(480) 771-4941

Revenue

<$5 Million

Industry

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

About EPL Financial Services

EPL Investment Advisory is a financial consulting firm based in Mesa, AZ, specializing in providing independent fiduciary advice to individuals and businesses. The firm offers a range of services including wealth management, estate planning, and tax strategies, all aimed at helping clients achieve their long-term financial goals. With a focus on unbiased recommendations and a fee-only structure, EPL Investment Advisory utilizes cloud-based capabilities to serve clients both locally and beyond. Their dedicated team is committed to developing personalized financial roadmaps that adapt to clients' evolving needs.Explore more
Popular SearchesEPL Financial ServicesEPL Investment Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

EPL Financial Services Org Chart

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Chief Executive Officer

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Chief Operations Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EPL Financial Services

<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

EPL Financial Services Tech Stack

A closer look at the technologies used by EPL Financial Services

Top Finance Companies

Frequently Asked Questions Regarding EPL Financial Services

What is EPL Financial Services's official website?
EPL Financial Services's official website is www.eplia.com
What is EPL Financial Services's Revenue?
EPL Financial Services's revenue is <$5 Million
What is EPL Financial Services's SIC code?
EPL Financial Services's SIC: 62,628
What is EPL Financial Services's NAICS code?
EPL Financial Services's NAICS: 52,523
How many employees does EPL Financial Services have?
EPL Financial Services has 11-50 employees
What industry does EPL Financial Services belong to?
EPL Financial Services is in the industry of: Finance, Securities Trading
What is EPL Financial Services competition?
EPL Financial Services top competitors include: Provident Wealth Management Group, Murphy Wealth Management, KASE Wealth Advisors, Pacific Coast Wealth Management
What technology does EPL Financial Services use?
Some of the popular technologies that EPL Financial Services uses are: Sentry, F5 BIG-IP Platform, GoDaddy DNS, Sectigo
How do I contact EPL Financial Services?
EPL Financial Services contact info: Phone number: (480) 771-4941 Website: www.eplia.com
What does EPL Financial Services do?

EPL Investment Advisory is a financial consulting firm based in Mesa, AZ, specializing in providing independent fiduciary advice to individuals and businesses. The firm offers a range of services including wealth management, estate planning, and tax strategies, all aimed at helping clients achieve their long-term financial goals. With a focus on un... biased recommendations and a fee-only structure, EPL Investment Advisory utilizes cloud-based capabilities to serve clients both locally and beyond. Their dedicated team is committed to developing personalized financial roadmaps that adapt to clients' evolving needs.Read More

Is EPL Financial Services a public company?
EPL Financial Services is private company therefore does not currently have an official ticker symbol
See more information about EPL Financial Services

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