Insights

HNW Focus Target high-net-worth clients and family offices looking for tailored financial planning, estate protection, and income strategies, leveraging Kepecs Financial Group's personalized service and long-term relationships.

Trusted Legacy Position as a legacy-driven advisor with a 25+ year track record and connections to prominent families and business leaders, emphasizing stability, trust, and continuity of service.

Integrated Solutions Cross-sell opportunities across insurance, retirement planning, education funding, long-term care planning, and lifetime income strategies using NYLIFE and affiliated products.

Technology Enablement Leverage tech stack (Salesforce, OneTrust, AWS/Azure, SendGrid, Calendly, LinkedIn Ads) to improve client onboarding, data privacy compliance, marketing automation, and targeted outreach to affluent segments.

Growth Growth Expand channel partnerships and referrals with independent agents and broker-dealers, highlighting compliant, consultative sales approach to scale despite a small internal team.

Kepecs Financial Group Tech Stack

Kepecs Financial Group uses 8 technology products and services including LinkedIn Ads, Calendly, Amazon Web Services, and more. Explore Kepecs Financial Group's tech stack below.

LinkedIn Ads

Advertising

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

OneTrust

Cookie Compliance

Salesforce

Customer Relationship Management

SendGrid

Email Delivery

Microsoft Azure

Platform As A Service

Piwik

System Analytics & Monitoring

Kepecs Financial Group Email Formats	Example	Percentage
First@kepecsfinancial.com	John@kepecsfinancial.com	50%
First.Last@kepecsfinancial.com	John.Doe@kepecsfinancial.com	50%

Kepecs Financial Group Email Formats

Example

Percentage

First@kepecsfinancial.com

John@kepecsfinancial.com

50%

First.Last@kepecsfinancial.com

John.Doe@kepecsfinancial.com

50%

Frequently Asked Questions

What is Kepecs Financial Group's phone number?

You can contact Kepecs Financial Group's main corporate office by phone at

+1-212-764-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kepecs Financial Group's official website and social media links?

Kepecs Financial Group's official website is kepecsfinancial.com and has social profiles on LinkedIn.

How much revenue does Kepecs Financial Group generate?

As of October 2026, Kepecs Financial Group's annual revenue is estimated to be $1M - $10M.

What is Kepecs Financial Group's NAICS code?

Kepecs Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Kepecs Financial Group have currently?

As of October 2026, Kepecs Financial Group has approximately 5 employees across 1 continents, including North America. Key team members include Registered Representative: K. B. Explore Kepecs Financial Group's employee directory with LeadIQ.

What industry does Kepecs Financial Group belong to?

Kepecs Financial Group operates in the Financial Services industry.

What technology does Kepecs Financial Group use?

Kepecs Financial Group's tech stack includes LinkedIn Ads, Calendly, Amazon Web Services, OneTrust, Salesforce, SendGrid, Microsoft Azure and Piwik.

What is Kepecs Financial Group's email format?

Kepecs Financial Group's email format typically follows the pattern of First@kepecsfinancial.com. Find more Kepecs Financial Group email formats with LeadIQ.

When was Kepecs Financial Group founded?

Kepecs Financial Group was founded in 1977.

Kepecs Financial Group

Q: How many employees does Kepecs Financial Group have currently?

Kepecs Financial Group has approximately 5 employees.

Q: What technology does Kepecs Financial Group use?

Kepecs Financial Group's tech stack includes Google Fonts API, reCAPTCHA, Nuxt.js, Linkedin Insight Tag, Salesforce.

Q: What is Kepecs Financial Group's NAICS code?

Kepecs Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States2-10 Employees

Kepecs Financial Group is a small financial services firm based in Monroe, New York, focused on long-term planning for individuals and businesses. It seeks to turn financial goals into actionable plans and to protect clients and their employees through customized solutions. The firm emphasizes a service-first approach, taking time to listen to clients’ concerns and to address education funding, retirement, long-term care costs, and lifetime income strategies. 

Kepecs Financial Group was founded in 1977 by Simon Kepecs, a New York Life Insurance agent and life member of the Million Dollar Round Table. Simon Kepecs and Abraham Kepecs are licensed to sell insurance through New York Life Insurance Company and act as registered representatives offering securities through NYLIFE Securities.

Insights

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