Our Company
> Our team of committed professionals stands ready to support you as you strive to create greater financial independence with reduced financial anxiety.
Our Company
Epstein Financial Group is committed to providing simplicity, focus and balance in your financial affairs.
We work exclusively with Family Business Owners, Professionals, and High Net Worth Individuals.
We understand the complexity that comes with owning and operating a business and professional practice. As an entrepreneur, you are pulled in a multitude of directions. The time you can commit to managing personal finances is greatly reduced by the complexity of your day-to-day life. Oftentimes, important financial decisions are made in a hurry without the knowledge you need to make an informed decision.
Our mission is to help you — to provide simplicity, focus and balance in your financial affairs. Every company has a chief financial officer and we want to be yours. We can assist you in making the right decisions to help you reach financial independence with reduced financial anxiety.
Our professionals provide products and services to support and fund your financial planning, investment management, business succession & transition strategic planning, estate preservation and retirement plan administration, and investment oversight. We can help you to create intelligent strategies for preserving and transferring wealth from one generation to the next.
Isn’t it time you took control of your financial future?
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Charlie EpsteinCharles D. Epstein, CLU, ChFC, AIF® has been working with Family Business Owners, Professionals and High Net Worth Individuals for more than 27 years. He Is the principal of EFG and the founder and creator of The 401k Coach® Program. Charlie’s deep commitment to the success of family business owners led him to help found the Family Business Center at UMass, Amherst in 1992. |
The Epstein Financial Group Team: |
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Lynne PelusoLynne Peluso is EFG’s executive office manager. She also manages The 401k Coach® Program. Lynne has been a key component in the creation of exceptional client relationships, strategic alliances and systematized processes to deliver unique experiences. She pushes the envelope of success everyday with her boss in the name of unwavering entrepreneurialism. Lynne began her financial services industry career in the mutual fund correspondence unit at Phoenix Home Life. She then moved on to pursue a career with MML Investors Services, Inc., working in the mutual fund department managing the wire order trading desk and the in the brokerage department’s transfer area. Lynne joined EFG in 1999. She is FINRA Series 6 and 63 licensed. |
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Sue BaderSue Bader is in charge of EFG's Life & Disability Department. Sue started as an agent with MassMutual after graduating from Babson College in Wellesley, Massachusetts with a BS in marketing. She continued her career in various insurance positions and spent more than 18 years as a brokerage manager for a local brokerage agency. Sue is active in the National Association of Insurance and Financial Advisors and has been an officer for NAIFA-Western Mass. since 2005. Sue, who joined EFG in 2008, holds her life and health insurance license and is currently working to obtain her CLU designation. |
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Lisa ThompsonLisa Thompson is an investment administrator for EFG. She is responsible for opening new accounts, processing transfers and assisting clients with their accounts. Lisa has been with EFG since 1994. She is FINRA Series 6 and 63 licensed. |
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Leo J. Polverini, Jr.Director of Retirement Services Leo J. Polverini, Jr. has more than thirty years experience in the corporate retirement services industry. Having worked with hundreds of clients, Leo has the demonstrated experience to help you so that you move away from suggesting fiduciary functions and structure a retirement program consistent with a broad cross section of corporate objectives. As a Senior Vice President and Executive Officer of one of the largest retirement services providers in the industry, Leo brings valuable insight into optimizing the value realized by his clients. Leo also served on the Investment, Asset Allocation and Due Diligence Committees for a $40 billion institutional investment product platform. As Director of Retirement Services Leo will capitalize on his experience and the significant resources of Epstein Financial Group to identify and deliver retirement program solutions focused on each clients unique objectives and desired outcomes. |
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Alan LaPorteAlan has more than 15 years experience as a registered representative and financial services professional. Participants often require one-on-one assistance to be certain they understand plan features, investment alternatives and how they can be used to contribute to a secure financial future. Al is critical in assisting in our communication and education initiatives at the individual participant level. |
