David M. Epstein Insurance Services, Inc.

4275 Executive Square, Suite 400
La Jolla, CA 92037
(858) 202-2367
Contact: Epstein, David
Business Description: David M. Epstein Insurance Services provides financially and ethically sound retirement income planning and estate planning solutions for higher net worth families and businesses. David M. Epstein, President, has over 27 years experience as a financial planner and estate planner. He has received numerous national industry awards for outstanding production as an insurance agent. Among local wealth advisors, he has been recognized as the 5 Star Wealth Manager of The Year by San Diego Magazine. An independent insurance agency, David M. Epstein Insurance Services represents several highly rated companies and offers a variety of insurance products combined with exemplary insurance service. David's clients agree that he has been blessed with a unique skill in business that allows him to help them translate their vision for their family into a written plan that will be executed at the proper time according to their wishes. And, that this skill is what differentiates him from many of the other financial planners and estate planners in the San Diego area.
In Business Since: 1999
Service Area: La Jolla,San Diego,Coronado,Del Mar,Solana Beach,Cardiff-by-the-Sea,Encinitas,Rancho Santa Fe
On Angie's List Since: 8/1/2011
Warranties: False
Free Estimates: Yes
Office Hours: Mon 09:00 AM - 05:00 PM, Tue 09:00 AM - 05:00 PM, Wed 09:00 AM - 05:00 PM, Thu 09:00 AM - 05:00 PM, Fri 09:00 AM - 05:00 PM .
Features: Emergency Service
Licensed: Yes, I am appropriately licensed for my trade.
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)
Senior Discount: No
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