The Epstein Company

You’re busy; so busy running your business or shining at your career that it’s hard to find time to sit back and examine your individual or company’s insurance and long-term financial needs.  That’s what we do. We’re the financial team with a small business perspective; we can help you protect what you have built and balance your business and personal life.

We focus on two areas;

  • Individual insurance and estate planning**, with access to professional investment managers.
  • Business planning: health insurance and employee benefits, valuations, buy/sell funding, deferred compensation, and business succession.

In today’s complex environment, it is essential to have a strong team of professionals, with expertise in a variety of disciplines, working for you.  We pride ourselves on our ability to spearhead your advisor team- coordinating the efforts of your attorney, CPA and other investment professionals to create a comprehensive strategy for all your financial needs.

At The Epstein Company, extraordinary service, innovative ideas and competitive products are business as usual.  We can help keep you financially on course- so you can focus on your career or business and following your dreams.

“Coordinating Business and Personal Financial Goals”


Special Topics

**Estate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney, and/or CPA.  Consult them for specific tax or legal advice.

Copyright© 2008 The Epstein Company . All rights reserved.

*Securities and investment advisory services offered through an authorized Registered Representative of MML Investors Services, LLC., member SIPC.

The Epstein Company is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliate companies. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.

Supervisory Office:
48 South Service Road Suite 400 , Melville, NY 11747
Tel: 516- 222- 5515

The Epstein Company  is not a subsidiary or affiliate of MML Investors Services, Inc. or MassMutual.