
Our endeavor is to provide 19th century service with 22nd century technology. This firm was founded with the idea in mind that if you provide an environment for advisors where they are paid well, have a thriving and energetic environment, and provide a management team that is made of fellow advisors who have worked hard to be where they are (not career managers who walked into comfy career) , give them the tools they need to succeed – that you will have a successful firm where client service is the motto, and client success is the goal. We believe that if advisors love their working environment, that this sentiment and treatment will pass through to their clients. Eplboim, Poutre & Co. is not a firm that will have hundreds of brokers piled on top each other in stodgy, monolithic offices. We are not a firm that will ever have “call centers”, so that if your account is too small - you lose your advisor and are sent via phone to some area in the Mid West. We are the “Old World Firm” with the “New World Technology”. There is a difference in where you do business; we know it, our advisors know it, and our clients see it.
We look forward to serving you.
Respectfully,
Mike and Shlomo
|