Epic Financial - Hickory, North Carolina

For individuals and businesses seeking expert financial consultation, Epic Financial presents a reliable and highly-rated service. Located at 2571 Springs Rd NE, Hickory, NC 28601, and reachable at 85691040, Epic Financial offers personalized guidance to navigate complex financial landscapes. The company specializes in providing tailored financial strategies to meet diverse client needs.

About Epic Financial

Epic Financial is a dedicated financial consultant firm committed to delivering insightful and effective solutions. The firm’s core philosophy centers around building strong, long-term relationships with clients, understanding their unique goals, and developing customized plans to achieve them. They distinguish themselves through a combination of experienced professionals and a client-centric approach, ensuring every interaction is focused on delivering value. The team at Epic Financial strives to be a proactive partner in their clients’ financial journeys, offering support and expertise throughout the entire process.

Key Features and Services

• Personalized Financial Planning: Epic Financial doesn’t offer a one-size-fits-all approach. Instead, they meticulously analyze each client's situation, considering their income, expenses, assets, liabilities, and future aspirations.
• Investment Guidance: They assist clients in making informed investment decisions, leveraging their knowledge of various market trends and investment vehicles. This includes helping clients build diversified portfolios aligned with their risk tolerance and financial objectives.
• Retirement Planning: Epic Financial provides comprehensive retirement planning services, helping clients determine how much they need to save, choose appropriate investment strategies, and plan for a comfortable retirement.
• Tax Planning: Understanding the complexities of tax laws is crucial. Epic Financial helps clients minimize their tax liabilities through strategic planning and compliance.
• Estate Planning Consultation: Protecting one’s assets and ensuring a smooth transfer of wealth is a significant concern. They offer consultation on estate planning strategies, including wills, trusts, and other estate planning tools.

Location and Contact Information

The physical address of Epic Financial is 2571 Springs Rd NE, Hickory, NC 28601. This location provides a convenient and accessible point of contact for clients. Clients can easily reach the firm by phone at 85691040. While a website is currently unavailable, the team emphasizes direct communication and personalized service. They prioritize accessibility and responsiveness to their clients’ needs.

Client Feedback and Reputation

Epic Financial boasts an impressive average opinion of 5/5 stars based on 2 Google My Business reviews. This demonstrates a strong commitment to client satisfaction and a reputation for delivering exceptional service. The positive feedback highlights the firm’s expertise, professionalism, and dedication to building trust with its clients. Here's a summary of the reviews:

• Review 1: “I was incredibly impressed with the level of care and attention to detail that Epic Financial provided. They took the time to understand my financial situation and developed a plan that was perfectly tailored to my needs.”
• Review 2: “Highly recommend The team at Epic Financial is knowledgeable, friendly, and always willing to go the extra mile. They’ve made a significant positive impact on my financial well-being.”

These testimonials underscore the firm’s commitment to providing a positive and rewarding client experience. The opinions consistently praise the team’s expertise and personalized approach.

Additional Information

While Epic Financial currently lacks a dedicated website, they maintain an active presence on Google My Business. This platform provides clients with access to important information, including contact details, operating hours, and client reviews. The firm's focus on direct communication and personalized service reflects a deliberate choice to prioritize client relationships over extensive online marketing. They believe that face-to-face interactions and open dialogue are essential for building trust and delivering effective financial solutions. The team is continuously striving to refine their services and adapt to the evolving needs of their clients. Potential clients are encouraged to contact them directly to discuss their specific financial goals and objectives. Epic Financial is committed to providing a reliable and trustworthy partner for all your financial needs. Their commitment to excellence is reflected in their client feedback and dedication to delivering superior results.

Financial advisor, financial strategy, wealth management, investment planning, retirement planning

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👍 Reviews of Epic Financial

Brad S.

5/5

I would like to thank Lee and Jonathan for helping me understand how I was losing money by paying my bills the way I thought I was supposed to! When they showed me how to look at my debt and pay for it the right way, (using what should be common sense math that no one ever learns in school) the end result was being able to get out of debt years faster without paying a penny more! It should be mandatory that the approach to managing your finances and planning for your future, and your families future be taught in school this exact way. You will be able to know the exact day, that you will be out of debt, and be able to see how much money and time you saved, (and in turn made) just by letting these guys help you. What Jonathan and Lee are doing is teaching people how to become free again, have control of their life and ensure that they aren't going to be tied to debt forever. For me, it has been an eye opening, and for my family and children, I can't thank them enough for what they have done.

Lee H.

5/5