Epic Trust Investment Advisors - Kennewick

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updated on Saturday, September 14, 2019

Opening Hours

FridayFr
9:00 AM – 5:00 PM
SaturdaySaClosed
SundaySuClosed
MondayMo
9:00 AM – 5:00 PM
TuesdayTu
9:00 AM – 5:00 PM
WednesdayWe
9:00 AM – 5:00 PM
ThursdayTh
9:00 AM – 5:00 PM
Closed.
Opens in  2 days 9 h 14 min.
2 days 9 h 14 min

Official Data

Date of Incorporation
2014

Description

Keywords
Retirement Planning, Certified Financial Planner, Retirement Planners, Life Insurance, Investments, Retirement, Annuities, Social Security, Fiduciary, Taxes for Retirees
Products
Retirement Income Plan, Financial Plan, 401k Plan Design, IRA / Roth IRA, 529 Plans
Services
Investment Counseling, Investment Management, IRA/401k Rollovers, Pension Plans, Social Security Planning
Categories
Financial Planner, Tax Consultant, Stock Broker, Investment Service, Financial Planning, Financial Consultant, Options Trading Firms, Disability Insurance Agency, Insurance Agency, Insurance Consultant
Brands
TD Ameritrade, Vanguard, Ascensus, American Funds
Spoken languages
English, Spanish
Available payment methods
  • American Express
    American Express
  • MasterCard
    MasterCard
  • Visa
    Visa
Organizations

Certified Financial Planner Professional, Chartered Mutual Fund Counselor, Tri-Cities Regional Chamber of Commerce

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