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Financial PlannerFinancial ConsultantFinancial PlanningTax ConsultantTax Preparation ServiceInvestment Service
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
Location
Hours
Reviews
4.3
20 reviews
5 stars
16
4 stars0
3 stars0
2 stars
1
1 star
3
- JHJacki HawkinsAug 22, 20255.0We have been working with Andrew for just a few years, and he has always been very personally engaging and complete in his processes with us,explaining each detail. We aren't working with a great amount of money by any means, but he does treat us as if he is vested in helping us with a successful plan.
- SKSteve KoniecznyAug 17, 20255.0Andrew Szewc and the EP staff are great to work with; honest, experienced, and personable. Building a long term relationship based on solid financial principles.
- SMSteve MillerAug 13, 20255.0My wife and I always look forward to our quarterly visits with Andrew. Andrew has more than met our expectations as a financial advisor. He even listens with interest to my stories that I think are funny (as my wife kicks me from underneath the table). As we have gotten to know Andrew over the last few years, we consider him as a friend, that we can call at anytime for advice on anything. I would highly recommend Andrew as a financial adviser to anyone looking for good advice in handling their finances. Steve and Karen Miller
- PRpeggy RobertsonApr 18, 20245.0Great communication! Jimmie and Scott go the extra mile to make sure I understand so I can make informed decisions. They listen to my concerns and discuss many different scenarios to get the results I want. Thank You Both!
Frequently Asked Questions About EP Wealth Advisors
What services does EP Wealth Advisors offer?
EP Wealth Advisors provides personalized financial planning and investment services, focusing on managing portfolios for investments of $500,000 or more.
Where is EP Wealth Advisors located?
We are located at 135 West North Street, Brighton, MI 48116, USA.
What are the office hours of EP Wealth Advisors?
Our office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment with EP Wealth Advisors?
Appointments are required and can be scheduled online via our contact page at https://www.epwealth.com/contact-an-advisor.
Does EP Wealth Advisors offer online appointments?
Yes, online appointments are available to provide flexible and convenient access to our advisors.
What is the best way to contact EP Wealth Advisors?
You can contact us by phone at +1 810-229-6446 or email us at info@epwealth.com.
What nearby financial services can I find around EP Wealth Advisors?
Nearby financial services include Executive Wealth Management and Fifth Third Bank, which could be useful for additional banking or financial needs.
Are there any nearby dining options near EP Wealth Advisors?
Yes, Champ's Pub and Jameson's Irish Pub and Grill are nearby and provide great places to unwind before or after your appointment.
What entertainment or cultural venues are close to EP Wealth Advisors?
A Wilde Theatre and Studio West Gallery are close by, offering theatre performances and art exhibitions you might enjoy.
How might nearby community services benefit a client visiting EP Wealth Advisors?
Nearby organizations like the Greater Brighton Area Chamber and Bountiful Harvest Inc. provide community support and resources that may be of interest to clients looking to engage locally.