Kepecs Financial Group Email Format
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.