Kepecs Financial Group

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Kepecs Financial Group, led by Simon Kepecs, provides comprehensive insurance and investment planning in Monroe, NY, backed by New York Life. Serving individual and high‑net‑worth clients with personalized financial strategies.

? Business Accounting
Providing businesses with bookkeeping, payroll, and financial management to keep operations running smoothly.

? Tax Preparation & Planning
Expert tax services for individuals and organizations, ensuring compliance while maximizing benefits.

? Financial Consulting
Offering strategic advice and planning to help clients make informed financial decisions for long-term success.

? Personal Accounting
Helping families and individuals manage budgets, taxes, and financial records with accuracy and care.

? Professional Integrity
Clients value the firm’s honesty, reliability, and dedication to building lasting professional relationships.

Features

Trusted Insurance Advisor
Strategic Investment Planning
Personalized Client Partnership
High-Net-Worth Client Focus
Consistent Long‑Term Service

Hours

Open Now
SUN :
Closed
MON :
9:00 am - 5:00 pm
TUE :
9:00 am - 5:00 pm
WED :
9:00 am - 5:00 pm
THU :
9:00 am - 5:00 pm
FRI :
Closed
SAT :
Closed
Eastern Time (US and Canada)

Location

505 Route 208, Suite 31, Monroe, Orange County, New York 10950, United States
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Website

Contact Information

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October 6, 2025
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