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Steven J. Epstein

David Lerner Associates, Inc.

Financial Planner in Westport, CT

Address:
1221 Post Rd E, Ste 201
Westport, CT 06880
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About Steven J. Epstein

Steven Epstein is a financial professional at David Lerner Associates, Inc. located in Westport, Connecticut. Steven Epstein holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Steven Epstein provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Steven Epstein
1221 Post Rd E, Ste 201
Westport, CT 06880

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Website:

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