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

Marie Forest
401k Coach^® Program Sales
413-539-2375

Amanda Walker
Director of Product Development
413-539-2373

Bettyjean Bouffard
401k Coach^® Program Production
413-539-2377

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

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