Your Financial Guide & Partner for Life

Services for Individuals

Tax & Accounting

Life Insurance

Auto Insurance

Homeowner's Insurance

Investing

Financial Planning

Retirement Planning

Estate Planning

At Epic Trust, we care about people, not just numbers. In fact, we believe money is just a tool to help us accomplish good things in life—including service to others in our community.

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Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

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