Kepecs Financial Group logo

Kepecs Financial Group Employee Directory

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.

Find Kepecs Financial Group employees' phone numbers or email addresses

Kepecs Financial Group Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Kepecs Financial Group's Leadership

  • Stylized image of a person
    K. B.
    Registered Representative
    Phone icon

Kepecs Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Kepecs Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Registered Representative
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Kepecs Financial Group known for?

Minus sign iconPlus sign icon
Kepecs Financial Group was founded in 1977 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Kepecs Financial Group's company overview page for more information.

What is Kepecs Financial Group's most common email format?

Minus sign iconPlus sign icon
Kepecs Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kepecs Financial Group email formats with LeadIQ.

How many employees does Kepecs Financial Group have currently?

Minus sign iconPlus sign icon
Kepecs Financial Group has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Kepecs Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Kepecs Financial Group's key employees include:

  • Registered Representative: K. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.