Epstein Partners - UBS Financial Services Inc.

Epstein Partners sits a long ride up the 6th Avenue tower, where superannuation planning meets high-rise footprints. At 1285 6th Ave, 38th floor, New York, NY 10019 they handle retirement strategies, portfolio consolidation, and pension forecasts — the kind of paperwork that starts shaping three decades out. Beyond spreadsheets, the team also reviews beneficiary details and models transition-to-retirement outcomes.

To coordinate next steps, dial (212) 821-7012 and ask for the superannuation desk; no lengthy prompts required. They also interpret fee disclosure statements, coordinate insurer data with fund records, and run gap analyses for self-managed super funds. Each task lands back on the same desk, streamlined through the 38th-floor view.

Skip the lobby detour; ride directly to the 38th floor and follow the signs. They post the directions here when you need the fastest route from Herald Square. Over the years, the same phone number keeps the loop closed without extra fuss.