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Meet Jules

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Jules Epstein, MSFS, CLU®, ChFC®

Financial Services Professional

Jules began his career in the financial services industry in 1954. He shortly thereafter was awarded the designation from The American College of “Chartered Life Underwriter”. He completed his “Chartered Financial Consultant” and “Master of Science in Financial Services, MSFS” in 1982 and 1984 respectively.

Professional

He was a special instructor at Hofstra University in Estate and Pension Planning for attorneys, CPAs and Financial Professionals for 5 years.

Jules is a Financial Adviser with Eagle Strategies LLC and as such he can provide financial planning and investment advisory services – ranging from separately managed portfolios to wrap accounts.

Jules is a member of the American College, and Life Member of the Million Dollar Round Table*. He has made it his passion to help people develop and implement plans to meet their financial goals. With all of his experience he understands the financial challenges of individuals, businesses and changing times.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Personal

In his personal time, Jules enjoys playing golf, cooking and exercise.

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2500 N. Military Trail, Suite 300
Boca Raton, FL 33431

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Phone: (954) 958-4220
Fax: (561) 353-5365

Disclosure

Michael Gisonda is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0H67431), CO, CT, FL, GA, HI, IA, IL, IN, MA, MD, MI, MN, MS, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Michael Gisonda is licensed and authorized to offer insurance in California, but The Bridge Group, Inc. may not be. For additional information on California licensure status, please click here.

Michael Gisonda is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2500 N Military Trl Ste 300, Boca Raton, FL, 33431, 954-958-4220. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MI, MN, MS, NC, ND, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Gisonda is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MI, MN, MS, NC, ND, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Michael Gisonda is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Michael Brooks is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, FL, NM, and NY. No insurance business may be conducted outside the states referenced.

Michael Brooks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2500 N Military Trl Ste 300, Boca Raton, FL, 33431, 954-958-4220. In this regard, this communication is strictly intended for individuals residing in the state of Florida. No offers may be made or accepted from any resident outside the specific state referenced.

Robert Spak is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0A99308), DC, FL, GA, IL, LA, MD, MI, MS, NC, NJ, NM, NY, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Spak is licensed and authorized to offer insurance in California, but The Bridge Group, Inc. may not be. For additional information on California licensure status, please click here.

Robert Spak is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2500 N Military Trl Ste 300, Boca Raton, FL, 33431, 954-958-4220. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, DC, FL, GA, IL, LA, MI, MS, NC, NJ, NM, NY, PA, SC, TN, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Spak is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, DC, FL, GA, IL, LA, MI, MS, NC, NJ, NM, NY, PA, SC, TN, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Spak is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

C Scott Rassler is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0D17202), FL, GA, IL, KY, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, C Scott Rassler is licensed and authorized to offer insurance in California, but The Bridge Group, Inc. may not be. For additional information on California licensure status, please click here.

C Scott Rassler is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 138 Dockside Ter, Weston, FL, 33327, 954-389-6620. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, MI, NC, NJ, NV, NY, PA, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

C Scott Rassler is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, GA, IL, MI, NC, NJ, NV, NY, PA, and TN. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

The Bridge Group, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither The Bridge Group, Inc. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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