Estate Planning Specialists
Finance · Arizona, United States · 11-50 Employees
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Overview
Headquarters
2200 E Williams Field Rd Ste 200, Gilber...Phone Number
(480) 899-1102Website
www.epmez.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Estate Planning Specialists
Estate Planning Specialists, LLC, established in 1988, focuses on providing comprehensive estate planning services, including life insurance, long-term care, and annuities. The company aims to assist clients nationwide in effectively managing their estate planning needs through innovative strategies like the Family Bank Strategy. They also offer educational resources such as newsletters and reports to help clients navigate common estate planning mistakes and retirement savings. Their target clients include individuals seeking to secure their financial legacy and protect their assets from taxation.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Estate Planning Specialis...
<$5M
11-50
Private
-
1988
TP
Todd PhillipsPresident of Estate Planning Specialists LLC and Phillips Financial Services LLC
Company Profile Activity
Activity Insights
Estate Planning Specialists is experiencing very low activity levels compared to other companies in the Finance sector.
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Estate Planning Specialists is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Estate Planning Specialists.
Estate Planning Specialists Tech Stack
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Estate Planning Specialists, LLC, established in 1988, focuses on providing comprehensive estate planning services, including life insurance, long-term care, and annuities. The company aims to assist clients nationwide in effectively managing their estate planning needs through innovative strategies like the Family Bank Strategy. They also offer ed... Read More
