"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"

 

Alan Michael Eppers

Alan Michael Eppers Senior Vice President/Investments

Address:
35 Pinelawn Rd Ste 101E
Melville, New York 11747
Phone:
631-454-2000
Email:
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Biography

Alan has over two decades of experience in the financial services industry, having nurtured and developed his practice at such firms as Merrill Lynch, Salomon Smith Barney, Prudential, and now Herold & Lantern Investments. Prior to that, he owned and operated his own business, and therefore, has a keen understanding of the challenges faced by small business owners today. Alan has built his practice servicing the needs of high net worth individuals, family trusts, and small businesses.

Active in his community, Alan has been a member of the Make a Wish Foundation and coaches for the Middle Country Sports Association’s basketball league. He holds a Bachelor’s degree in business administration from SUNY/Oswego.

Alan resides in Centereach with his wife and three sons.

 
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Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

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Welcome!

Welcome to Herold & Lantern Investments, Inc., and our new web site! We invite you to take a look around.

Bernard Herold & Co., Inc., and Lantern Investments, Inc., both family-owned firms with decades of experience, have merged to become Herold & Lantern Investments, Inc.  What that means to our existing clients is simple: stabilityand opportunity.  Clients keep their account numbers, and the same talented professionals will continue to serve them. Plus, with significantly enhanced and technology driven capabilities, our already excellent level of customer service will be even better. Read more about the merger.

As you navigate the site you will see the scope and range of our services. We hope you will get to know more about the firm, and its leadership. One thing you can be assured of is that we remain committed to responsiveness. Clients can always reach their investment professionals, or either of us, directly.

If you are an investment professional interested in learning more about our firm, our plans for growth, and the opportunities we offer, let us hear from you. Your passion for financial services, and sincere desire to help your clients reach their goals, means that we should talk.

We have many people to thank for helping us reach this new milestone, but our success has, and always will, come from the trust our clients put in us – a trust we strive to earn every day.

 

With sincere appreciation,

 

Keith lanton
President

Larry Herold
Chief Operating Officer