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      Epic Advisors Inc

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      Financial Planners, Financial Planning Consultants, Investment Management

      150 State St Ste 200, Rochester, NY 14614

      585-232-9060

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      DETAILS
      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.
      Extra Phones

      TollFree: 800-716-3742

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services
      Neighborhood
      Central Business District
      AKA

      Epic Advisors Incorporated

      Other Links

      http://www.nbtbank.com

      http://epic1st.com

      https://www.epic1st.com

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