Kepecs Financial Group

Financial ServicesNew York, United States2-10 Employees

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 help make your financial dreams a reality.

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions.

Simon Kepecs and Abraham Kepecs are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Simon Kepecs and Abraham Kepecs are Registered Representatives of and offer securities products & services through NYLIFE Securities

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