Headshot of Jerry Epstein

Jerry Epstein

Loan Officer

NMLS #337072

9130 Galleria Court, Suite 101
Naples, FL 34109
(239) 254-2262 (239) 254-2262
Cell phone
(239) 404-6345 (239) 404-6345
[email protected]
Specializes in
Purchase and Refinance
Purchase and Refinance
Refinance Loans
Refinance Loans



About Jerry

Jerry Epstein grew up in the Boston, Massachusetts area where he graduated from Northeastern University with a Bachelor of Science in Electrical Engineering. Jerry has also completed 2 years of graduate studies at Northeastern and Suffolk Universities with a concentration in physics. He has worked in the aerospace industry as a research engineer and physicist. After college, Jerry ran his family's printing business where he was the CFO and CEO.

Jerry moved to Florida in 1994 and shortly after began his career as a loan officer. With over 25 years of experience in the industry, he has helped thousands of homebuyers achieve their dream of homeownership. He prides himself on going the extra mile and making sure each borrower understands the home-purchasing process. He has extensive knowledge about the loan programs available for his clients and leads them to the loan program that best suits their needs. This has resulted in Jerry receiving hundreds of referrals from satisfied homebuyers.

Jerry resides in Naples, Florida with his wife, Caren. In his free time, you can find him playing tennis, pickleball, or riding his bike regularly.

Spanish Application



Recent Posts and Articles

  • Senior couple browsing home financing options for their home renovation

    Whether you’re aging in place or bringing older relatives into your home, know your options and limitations for building in, building out and reducing hazard risk.

  • First time homebuyers fixing up their historic home thanks to their rehab home loan

    Historic Home Living: What You Can and Can’t Change

    Fantastic benefits come with living in a historically significant home, but certain restrictions can limit your rehab dreams—know your options going in

  • A woman standing in her new home

    Women Taking (Home) Ownership

    Let’s hear it for 100 years of women’s progress in homeownership! Read about their phenomenal influence on the market as we celebrate women and mortgages.

  • A couple reading an email from their realtor about their offer

    Winning a Homebuyer Bidding War

    Winning a homebuying bidding war depends on key factors you can control, including your outlook, tactics and the team around you.

A homeowner with a child on his lap calculating whether to buy a new home or refinance his home loan

Owning a home is fun and fulfilling!

What’s not to love about having a space that is entirely yours? You can paint your bathroom fuchsia, have hardwood in the master, put up a wild Mosaic in the kitchen, install a smart thermostat, you name it. After all, it’s your home!

Equally enjoyable are the other personal and financial advantages of being a homeowner: security and stability, equity and wealth building, and more! I’m here to help you get the most from your home financing — whether you’re buying your first home, moving up or downsizing to match your lifestyle, or refinancing your current mortgage.


Helping your home financing process go smoothly.

  • There are some major milestones on your road to home financing. As your loan officer, I’ll be with you every step of the way to make sure you understand each one and get through them quickly.

  • How much will your mortgage payment be? How much can you save if you refinance? Is it better to buy than rent? Use these online calculators to crunch the numbers and see for yourself.

  • I separate myself from other lenders by offering a broader selection of home financing options — from loans for first-time homebuyers to refinance programs for accessing your home’s equity.

  • Before you explore the endless options of home financing, some preparation is in order. Planning ahead for your mortgage is the key to an easier and more successful home financing process.

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Send me a message below or give me a call at (239) 254-2262