Contact

Contact Our Staff

Charles D. Epstein, CLU, ChFC, AIF^®
The 401k Coach^®
Registered Investment Advisor
Certified Family Business Specialist
413-539-2370

Lynne Peluso
Executive Office Manager
413-539-2371

Sue Bader
Life & DI Marketing/Sales
413-539-2372

Lisa Thompson
Annuity & Investment Administrator
413-539-2374

Leo J. Polverini, Jr.
Director of Retirement Services
413-539-2376

Epstein Financial Group

Epstein Financial Group
330 Whitney Avenue, Suite 610
Holyoke, MA 01040
Phone: 1-877-932-6236
Fax: 413-536-2762

E-mail us

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413-539-2000. Epstein Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.