Extended Personal Service, Ltd

Description

• Extended Personal Service's mission is to create relationships that last. EPS provides a full range ofcomprehensive plans and services. We tailor our planning to the priorities of our clients, while providing acomfortable atmosphere for clients to learn how they can help meet their financial goals. We are uniquelyfocused on developing and managing our clients needs. We work with CPAs and various law firms to create a team approach to develop each of our clients financial strategies. Our team at EPS focuses on wealth management, retirement income planning, asset preservation, legacy and estate planning. When putting together a comprehensive plan for a client we may use different strategies that range from securities, life insurance, annuities (fixed, variable and fixed-indexed), irrevocable life insurance trusts, long-term care insurance and Medicare supplement insurance to meet our clients needs.By contacting us, you may be offered information regarding the purchase of insurance andinvestment products.Securities offered through GF Investment Services LLC. Member FINRA/SIPC. 2080 Ringling Blvd.,Sarasota, FL 34237. Investment advisory services offered through Global Financial Private CapitalLLC, an SEC Registered Investment Advisor.
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  Headquarters:N3000 County Highway , Town Of Columbus, Wisconsin, United States

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  Phone Number: +1 920-927-5588

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  Website: https://www.epsfinancial.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Extended Personal Service, Ltd

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• |  NAICS Code: 523110  |

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