Kepecs Simon

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501 State Route 208
Monroe, NY 10950

Kepecs Simon, operating in Monroe, NY, offers financial planning services through the Kepecs Financial Group. Specializing in insurance and estate conservation, they cater to individuals facing multiple financial obligations such as mortgages, retirement planning, college savings, and elder care. Their team of professionals assists in evaluating needs, prioritizing goals, and recommending tailored solutions to achieve financial objectives.

Simon Kepecs, a licensed agent of New York Life Insurance Company, provides insurance services and may also work with other independent insurance companies in select states. Additionally, as a Registered Representative of NYLIFE Securities LLC, Simon offers securities products and services. Operating within specific states, Kepecs Financial Group emphasizes the importance of seeking tax, legal, and accounting advice from qualified professionals before making financial decisions.

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1.01 reviews
Dan W.
12/29/2017

Awful, DO NOT TRUST!! My employer tried to acquire insurance through them. After taking the money, we did not receive any information about the plan or any information from the insurance...

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