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Services Offered

At E.P. Wayne Financial Group, we provide guidance and solutions in the following areas:

Wealth Management

We work to develop and/or manage client investment accounts. We can help with:

  • Money Market
  • Bonds
  • Stocks
  • ETFs
  • Mutual Funds
  • Annuities

Planning Strategies

Where you are and where you would like to be. We can help with:

  • Education Planning
  • Retirement Planning
  • Estate Planning
  • Eliminating Debt
  • Cash Flow Analysis

Group Retirement

We work with employers and their employees. We can help with:

  • 401(k) plans
  • 403(b) plans
  • Simple IRA
  • SEP IRA

Insurance

As licensed insurance agents, we can help with:

  • Life Insurance
  • Long Term Care
  • Disability Insurance