At Epic Financial, we are people just like you.  We have families that we love and want to protect.  We employ the same strategies and products that we recommend to our clients.  We are in the same boat as you.  We may not be in the same phase of life, but we are working toward the same goal.

We want to be financially secure, protect our families, efficiently use our money, and have a comfortable retirement.

Let us help you work towards financial security thru educating, developing, and implementing your unique plan.

Jonathan Spatz
Investment Advisor Representative
Mike Delmonico
Business Partner/Advisor

Bert Spatz