About Us
Randal Espey founded Espey Financial Group in 2006. Today, Espey Financial Group focuses on helping Financial Professionals best meet the needs of their clients. Espey Financial Group has an outstanding reputation with financial professionals for helping them provide their clients the best advice and financial services products available.
We have strived to build and organize the firm in a way that facilitates identifying and providing the absolute best services and products available to our clients in all areas. The firm was created with the utmost flexibility to work with a broad range of products, companies and services to provide exceptional service.
Our Focus
We help financial professionals move their practice forward while better serving their clients needs. And while each advisor is unique and benefits from different services, products, training and support, we have developed a highly acclaimed reputation for helping advisors in specific areas.
The Espey Financial Group Support Team
To form the company, Randal brought with him tremendous experience and knowledge about the financial services industry to allow financial advisors to best serve the needs of their sophisticated clients. The Espey team provides financial product and investment experience, risk assessment, money management support, and customer service needs.
Through its high quality of services provided and many years of combined staff experience, Espey Financial Group has provided a model for financial professionals to follow. Today, entrepreneurial, client centered professionals across the country are affiliating with Espey Financial Group gaining access to the experience and tools proven nationwide.
Advisor and Client Support
We help advisors focus on investment strategies that limit volatility, help increase income and are tax efficient focused. We provide support through all lines of insurance and investment products, retirement, estate, risk, tax and wealth accumulation planning. We focus on client needs through in depth fact finding. We provide the best possible strategies for positive long term future outcomes. We work with clients to help them set goals. We determine where they are at today, where they want to be in the future and provide them with the products and solutions to help them get there.