Epstein & White, Proudly a Part of Mercer Advisors - San Diego, California

Epstein & White: A Trusted Financial Consultancy in San Diego

Located at 9740 Appaloosa Rd UNIT 150, San Diego, CA 92131, Epstein & White stands as a reputable financial consultancy proudly affiliated with Mercer Advisors. They can be reached at Phone: 8585648036 for inquiries or to schedule an appointment. Their professional presence is complemented by a user-friendly website: epsteinandwhite.com, which serves as a valuable resource for those seeking financial guidance.

Specialties and Services Offered

Epstein & White specializes in Financial Consulting, offering expert advice tailored to meet the diverse needs of their clients. Their comprehensive range of services includes investment options and personalized financial planning, ensuring that every client receives bespoke advice that aligns with their long-term goals.

Accessibility and Convenience

Convenience is a key aspect of their service, as their office is wheelchair accessible, complete with an accessible entrance, parking lot, and restroom. This thoughtful consideration ensures that all clients, regardless of mobility, can access their services without hassle. While an appointment is required, the importance of this is underscored by the recommendation to make an appointment to fully leverage their expertise.

Reviews and Opinions

Clients have shared their positive experiences, highlighting the outstanding staff of advisors. With an average opinion rating of 4.4/5 based on 9 reviews on Google My Business, it's clear that Epstein & White excels in providing integrity-driven financial advice. Testimonials often praise the advisors for their straightforward approach, knowledge, and commitment to helping clients make informed financial decisions. For instance, one client noted, "The staff of advisors at Epstein & White are outstanding," and another expressed, "Most definitely recommended," emphasizing the personal and professional rapport they establish with their clients.

Recommendation

For anyone seeking reliable financial consulting in San Diego, Epstein & White is a standout choice. Their dedication to integrity, combined with their tailored financial strategies, positions them as a valuable partner in your financial journey. To explore their services further or to schedule a consultation, visit their website at epsteinandwhite.com. Don't miss the opportunity to experience their exceptional service firsthand – contact Epstein & White today and take a step towards a more secure financial future.