Epic Advisors Inc

More Info

General Info

EPIC Advisors offers retirement planning solutions and related services. Its services include consulting, plan design and administration, compliance testing and participant account access. The company also offers recordkeeping services for business retirement, profit sharing, new comparability, money purchase, stock option and nonqualified plans. Its services also include asset distribution, funds transfers, plan sponsor reporting, payment calculations, plan conversions and investment reporting. The company also provides Web access for plan sponsors and financial consultants. Its clients include corporations, unions, government units and nonprofits organizations. EPIC Advisors, founded in 1993, is a subsidiary of NBT Financial Services. Its office is located in Rochester, N.Y.

Email

Email Business

Extra Phones

TollFree: (800) 716-3742

Neighborhood

Central Business District

AKA

Epic Advisors Incorporated

Other Links

http://www.nbtbank.com

http://epic1st.com

https://www.epic1st.com

Other Email

Email Business

Categories

Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services

Reviews

Details

Phone: (585) 232-9060

Address: 150 State St Ste 200, Rochester, NY 14614

Website: http://www.nbtbank.com