Financial Plans & Insurance Services

"Proudly Serving: In Pennsylvania: Philadelphia, Bucks, Montgomery, Delaware & Chester Counties. In New Jersey: Southern & Central NJ"

The SE Agency Stewart Epstein Office: 215-622-0052 Fax: 215-996-1674 Website Link

 

“How to Safely Protect & Grow Your Money; Now Through Retirement“

We Personally Advise Our Clients on How to Earn BETTER & SAFER Annual Returns: 1. First, we carefully listen to your specific Financial Goals and Needs. 2. Then, we will sit down with you and Review any existing plans that you wish to discuss. 3. As Licensed Professionals, we take all of this data and analyze it. 4. We will then personally present our recommendations. Our services are without Broker or Plan Fees. We Offer: Solid Results ! Proudly serving the Lansdale & Philadelphia areas since 2003, we have expanded our coverage throughout Southeastern PA, as well as Southern & Central New Jersey. We are committed to Customer Service & Client Satisfaction.

 

Products and Services

We offer a variety of insurance products and services tailored to meet your needs: Financial: -IRA, 401K and 403B Rollovers. -Pension Plan Distributions. -Immediate Annuities -Fixed Annuities: Plans available with Immediate Cash Bonuses on Deposits. -Annuitized Cash Flows -Savings Plans -Qualified ( pre-tax ) & Non-Qualified (post-tax) Retirement Plans. We make Housecalls to accommodate your schedule. Contact Us: For a Complimentary Financial Review. Insurance: -Disability Income Insurance: Individual Supplemental Group Business Operating Expense Coverages -Quality & Affordable Term Life Insurance Ask about our Insurance Plans with Return of Premium Riders. Contact Us: Free Information & Quotes. Other areas served: North Wales, Horsham, Hatfield, Hatboro, Telford, Quakertown, Sellersville, Perkasie, Chalfont, New Britian, and Huntingdon Valley.

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Contact Us: (215) 622-0052

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