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

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    If you need a mortgage and are a current member of the U.S. Military, a Veteran, or a Surviving Spouse, a VA loan is an option for you.

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    Navigating a Hot Homebuying Market Amid Rising Rates

    Spring and summer are typically strong periods for home sales, and this season may be more competitive than ever. When navigating today’s complex mortgage environment, here are some things to consider based on recent trends.

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    Frosty Fixups: 10 Ways to Winterize Your Home

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  • Fall Check Up: Protect Your Home in 10 Steps

    Preparing for a new season may spotlight home repairs. Maybe it’s something simple, or perhaps your roof is caving in! Read more about fall home maintenance and how we can help.

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.

Quick Contact Form

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