David M Epstein Insurance Services
4275 Executive Square, Suite 4La Jolla, CA 92037
- (858) 202-2367
- Fax(858) 453-4278
- www.epsteininsuranceservices....
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La Jolla, CA 92037
Business Details
Description
David M. Epstein Insurance Services provides financially and ethically sound financial and estate planning solutions for higher net worth families and businesses in the San Diego area.
Services
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Insurance Planning, Tax Planning, Investment Planning
Specialties
insurance, insurance companies, insurance agency, financial services, group health, financial planner, insurance services, long term care, insurance service, financial planning, estate planning
Products & Brands
Universal Life Insurance, Whole Life Insurance, Fixed Annuities, Term Life Insurance, Life Settlements, Premium Finance Loans, Equity-Indexed Annuities, Annuities, Laddered Annuities
Categories
ESTATE PLANNING CONSULTANTS, FINANCIAL PLANNING, FINANCIAL SERVICES, INSURANCE, INSURANCE ANNUITIES
Areas Served
La Jolla, San Diego, Coronado, Del Mar, Solana Beach, cardiff by the Sea, Encinitas, Rancho Santa Fe
Additional Information
Business Hours
- Mon:09:00 AM — 05:00 PM
- Tue:09:00 AM — 05:00 PM
- Wed:09:00 AM — 05:00 PM
- Thu:09:00 AM — 05:00 PM
- Fri:09:00 AM — 05:00 PM
- Sat:Closed
- Sun:Closed
Additional Business Information
Year Founded: 1999
Alternative or Corporate Name: David M Epstein Insurance Services, Inc.
Payment Types: Check
Languages: English
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