Extended Personal Service Ltd
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 1:00pm |
| Saturday | - |
| Sunday | - |
About us
Extended Personal Service, Ltd, founded in 1978, is a family-owned firm dedicated to serving the retirement population. Over the past 46 years, we've built a reputation for personalized, comprehensive support. Our collaborative approach involves partnering with CPAs and law firms, fostering a comfortable environment where clients can engage in meaningful discussions about their financial futures. We specialize in asset preservation, tax planning, retirement and financial planning, Medicare and long-term care insurance, and estate planning. This team-based method ensures that each client’s unique needs are met, empowering them to make informed decisions about their financial, and healthcare options.
| Year established | 1978 |
| Tags | Financial consultant, Retirement planning, Retirement income planning, Asset preservation planning, Medicare supplement insurance, Long term care insurance, Social security claiming strategies, Financial planning, 401k roll over, Asset management, Estate planning, Estate planning attorney near me, Wills and Trusts, Legacy planning, Aset preservation strategies, Wealth transfer planning, Probate assistance, Tax-efficient estate planning, Charitable giving strategies, Estate tax mitigation, Social security planning, Social security benefits consultant, Maximize social security benefits, Social security advisor near me, Retirement benefits assistance, Disability benefits planning, Social security spousal benefits advice, Social security income analysis, Social security optimization services, Financial advisor near me, Wealth management, Personal finance consultant, Investment advisor, Financial planning services, Tax-efficient investing, Budget planning assistance, Portfolio management, Fee-only financial planner, Fiduciary financial planner, complementary social security anouses, Complementary retirement analysis |
| Services | Financial consultant, Retirement planing, Retirement income planning, Asset preservation planning, Medicare supplement insurance, Long term care insurance, Social security claiming strategies, Financial planning, 401k roll over, Asset management, Estate planning, Estate planning attorney near me, Wills and trusts, Legacy planning, Asset preservation strategies, Wealth transfer planning, Probate assistance, Tax-efficient estate planning, Charitable giving strategies, Estate tax mitigation, Social security planning, Social security benefits consultant, Security claiming strategies, Maximize social security benefits, Social security advisor near me, Retirement benefits assistance, Disability benefits planning, Social security spousal benefits advice, Social security income analysis, Financial advisor near me, Wealth management, Personal finance consultant, Investment advisor, Tax-efficient investing, Budget planning assistance, Portfolio management, Fee-only financial planner, Fiduciary financial planner, Complementary retirement analysis, Complementary social security announces |