Kepecs Financial Group

THE KEPECS FINANICAL GROUP, founded in 1977, by Simon Kepecs, a New York Life Insurance Agent and Life Member of the prestigious "Million Dollar Round Table", is a comprehensive financial services firm committed to helping individuals of high net worth and businesses achieve their long term financial goals. For over a quarter of a century, our successful history of growth testifies to the success of our mission: to actualize your financial dreams with a plan that works for you, and provide impeccable service, humanity and integrity at every level of the process. We are a close knit team of caring and energetic professionals who take pride in putting service first. We listen carefully to truly discern your concerns and objectives. Then, employing a strategically proactive approach, we deliver a customized solution specifically designed to protect you and your employees. Our company’s singular dedication, flexibility, and 33 years of experience in meeting a broad range of financial goals has earned us the implicit trust of the nation’s most prominent families and business leaders. And when you choose the Kepecs Financial Group, you too will enjoy the confidence of having a more knowledgeable, more caring and more reliable team of financial professionals on your side to make your financial dreams a reality.