EPI Financial Group

EPI Financial Group EPI Financial Group is an independent advisory firm servicing clients throughout Michigan. Crandall.

In response to an ever-changing financial services world, EPI Financial Group was formed in 2011 and is owned by Richard J. It is a Registered Investment Advisor (RIA), allowing our Investment Advisor Representatives (IARs) to give investment advice. The designation requires us to act as fiduciaries, putting the clients' interests first. Money is managed by outside third-party advisory firms to e

nable us to review performance objectively. Utilizing multiple money managers allows us to match the needs of clients more closely, using strategies like asset allocation and diversification. Managers with different styles bring an additional dimension not otherwise possible

04/10/2026

Q1 2026 had it all: record highs, a coming Fed shake-up, a Supreme Court tariff ruling and geopolitical shock. Here's what happened and what to watch heading into Q2: Read our repo...

Easter is a sacred time to reflect on God’s promises, celebrate the hope of renewal and find strength in faith. May the ...
04/03/2026

Easter is a sacred time to reflect on God’s promises, celebrate the hope of renewal and find strength in faith. May the joy of Christ’s resurrection fill your heart, and may his blessings abound in your life and in the lives of your loved ones. Happy Easter!

03/13/2026
Ho, ho, ho and woof, woof, woof! As we wag our tails into the holiday season, EPI Financial Group wants to thank you for...
12/19/2025

Ho, ho, ho and woof, woof, woof! As we wag our tails into the holiday season, EPI Financial Group wants to thank you for being a part of our pack. We wish you a Merry Christmas filled with joy, love and lots of belly rubs!

It is never too early to start planning for retirement! Contact us for a free consultation: (248) 281-1100 or https://w...
03/27/2025

It is never too early to start planning for retirement!
Contact us for a free consultation: (248) 281-1100 or https://www.epifinancialgroup.com/schedule-a-meeting.

The 5 steps of retirement planning are knowing when to start, calculating how much money you'll need, setting priorities, choosing accounts and picking investments.

How confident are you that your life insurance coverage aligns with your family's goals and needs? We would love to be ...
02/24/2025

How confident are you that your life insurance coverage aligns with your family's goals and needs? We would love to be a part of preserving your legacy. Schedule a free consultation today: https://www.epifinancialgroup.com/schedule-a-meeting!

All life insurance policies have one thing in common – they’re designed to pay money to “named beneficiaries” when you die. The beneficiaries can be one or more individuals or even an organization. In most cases, policies are purchased by the person whose life is insured. However, life insur...

Gobble, gobble! We're stuffed with gratitude this Thanksgiving! As the turkey gets roasted and the pies get baked, we wa...
11/29/2024

Gobble, gobble! We're stuffed with gratitude this Thanksgiving! As the turkey gets roasted and the pies get baked, we want to take a moment to thank you for letting us be part of your retirement journey. Your trust and commitment mean the world to us!

Address

5700 Crooks Road , Suite 340 A
Troy, MI
48098

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 3pm

Telephone

+12482811500

Website

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