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
Service Providers are rated by the following:
  • Total Reviews
  • Overall Grade
  • Price
  • Quality
  • Professionalism
  • Punctuality
  • Responsiveness
  • Super Service Award Winner
This company doesn't have any Angie's List reviews yet.
Why check Angie's List?
  • Reviews come from real people like you, not anonymous users
  • Exclusive discounts from top-rated businesses
  • Ratings and reviews in more than 500 home repair and health care categories

Insurance Company Articles

Drones Give Home Inspectors Bird's-eye View

drones used for home inspection
Drones make checking hard-to-reach places, such as steep roofs, much easier for home inspectors and insurance agents.

Tips to Assess and Repair Roof Storm Damage

asphalt shingle roof and plumbing vent
Follow this advice from the roofing pros to check for and fix damage to your roof after a storm.

When to Sign Letter of Intent or Roof Contract

A man works on a roof with a hammer
Is a roofing company pressuring you to sign a contract or letter of intent before you’re ready? Don’t do it.

5 Questions About Home Warranties for Builders

brick home on a hill
When building a new home, the terms of the home's warranty and insurance should be perfectly clear.

Angie's List In The Press

Angie's List believes finding and scheduling reliable local services should be a snap!

Only highly rated companies can offer services through Angie's List
Offers cover a wide variety of services, from home to health to auto
Members can see reviews of companies before purchasing offers
Angie's List members have access to exclusive discounts on local services
30-Day Offer Refund - Shop, Schedule, Save!

Insurance Company Articles

Good Morning America
Fox News
The Wall Street Journal
The Morning Joe