Simon Kepecs and the team at Kepecs Financial Group, believes in providing only the highest degree of quality service for our clients.
Kepecs Financial Group works with individuals of personal high net worth and businesses that espouse the same core values that Simon believes in. Working with your accountants, attorneys, tax advisors and other financial planners, Simon and his associates Abraham Kepecs and Herman Freidman, focus on providing strategies, services and insurance and other financial products to help maximize estate growth and minimize the impact of income and estate taxes, with an emphasis on making the senior years more rewarding and less stressful.
Kepecs Financial Group also provides businesses of all sizes with products designs that may fund buy sell arrangements, provide key man coverage, adequately fund pension plans, add supplemental retirement benefits and executive bonus plans for key executives. Employee benefit programs to help attract, reward and retain are another area of focus.
Simon Kepecs is a well respected member of the community and generously donates his time and financial support to a variety of service projects. The staff of Kepecs Financial Group takes pride in putting service first, and in listening carefully to find out all client’s concerns - spoken and unspoken.
Our president and founder, Simon Kepecs, is an agent for New York Life Insurance Company and Life Member of the prestigious "Million Dollar Round Table"*. He has received numerous awards from the New York Life Insurance Company for his dedication to the company ideals and philosophy. Simon's personal mission statement adheres to the same principals and values of those of the New York Life.
You are invited to find out more about how the Kepecs Financial Group may help you analyze your own financial situation and provide you with alternative scenarios suitable to your unique needs. Please contact us for additional information or to schedule a meeting.
*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.