Keith B.
12/27/2022
Excellent experience so far. We started using Tyson and his team this year and only have positive things to say. Responsive, knowledgeable, and discreet to name a few positive attributes. Our...
Epic Trust Investment Advisors
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(3)
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1305 Fowler St Ste 2C
Richland, WA 99352
Epic Trust Investment Advisors, located in Richland, WA, specializes in helping individuals approaching retirement transform their decades of hard work into financial freedom through advanced tax strategies and comprehensive financial planning. Their team offers a wide range of services, including retirement planning, investment management, tax preparation, and business consulting, ensuring every financial move is covered under one roof.
With a commitment to empowering clients to live the "EPIC life," the firm focuses on personalized strategies that address pressing concerns such as retirement savings, tax efficiency, and financial independence. Their expertise encompasses various client profiles, from private practices and medical professionals to entrepreneurs and families, all aiming to achieve lasting wealth and confidence in their financial future.
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Reviews
5.0(3)
G H.
9/23/2024
Yes, I recommend them. Their tax work is amazing and they have helped me make sound financial decisions.
Israel C.
10/11/2023
Felipa, is a grate and wonderful agent to work with she helped me step by step making sure i understood what i was getting into and not just getting into anything that i didn't need thank you for...
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