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Epstein & White Retirement Income Solutions
- Financial Advising
- San Diego, CA
About this business
Specialties Epstein & White's mission is to personally guide our clients through a financially sound an enjoyable retirement. We specifically concentrate on the needs of the pre-retiree and recently retired. We take a holistic approach when developing a financial strategy for your future, and act as a "personal CFO" to our clients by designing a custom income plan that is centered around your wants, needs and goals. At Epstein and White we value our clients, knowing that the relationship is the cornerstone of success. Our pa... read more
Location details
9740 Appaloosa Rd #150, #150, San Diego, CA, 92131, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
If you want personal attention and the ability to talk to the people who are watching your money these are the guys you want to do business with.
Scheduled and appointment for an introductory meeting. No one ever called or contacted me during or after our scheduled meeting time. Unprofessional to say the least...
I have been a client for years and they have always been a full service company for all my financial, tax, and legal needs!
Frequently asked questions about Epstein & White Retirement Income Solutions
How is Epstein & White Retirement Income Solutions rated?
Epstein & White Retirement Income Solutions has a 4.1 star rating with 10 reviews.
When is Epstein & White Retirement Income Solutions open?
Epstein & White Retirement Income Solutions is open now. It will close at 6:00 p.m.
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