Epic Retirement Services Consulting

Retirement planning can feel like navigating a maze—especially in a city where financial priorities shift as often as the subway schedule. Consultants in this field offer clarity on Social Security strategies, Medicare enrollment, tax-efficient withdrawals, and estate planning; some even specialize in helping late-career professionals pivot into encore careers. Midtown Manhattan has its share of firms addressing these needs, though few focus exclusively on the transition itself rather than portfolio management.

Epic Retirement Services Consulting operates from an office on the seventh floor of 303 5th Ave Suite 703 New York, NY 10016. The practice concentrates on the non-investment aspects of retirement: income timing, healthcare navigation, and legacy decisions. Clients often arrive with questions about required minimum distributions, long-term-care insurance, or how to structure part-time work without jeopardizing benefits. These conversations tend to be more about life design than asset allocation.

The 10016 zip code places the firm within walking distance of Grand Central Terminal, a practical detail for commuters who prefer face-to-face meetings over video calls. While many financial advisors cluster near Wall Street, this location caters to professionals who work in midtown’s corporate towers and prefer to keep their planning close to the office. The area’s mix of law firms, publishers, and media companies suggests a clientele that values expertise over jargon.

Appointments can be arranged by calling (212) 532-5332. Directions to the office are available here, where the map also shows nearby transit stops and coffee shops—useful for anyone squeezing a consultation into a lunch break.