About Us

Our Commitment to our Clientele

 

"Unless commitment is made, there are only promises and hopes; but no plans." -Peter Drucker

There is no relationship that is more important to our business than the relationship we have with you.  There are many firms that provide similar services and functionalities to what we deliver, and we are completely aware of this fact.  It is our mission as a team to provide the elite quality of one-on-one service that you want and deserve.  We know that every day, we must earn your business and your trust.

Our philosophy is that no client is too big or too small for our capabilities.  Everyone deserves to have access to a professional who can provide top-tier guidance and advice.  Our commitment is that we will provide you with the education you need to make sound financial choices for the future.  For our organization, knowledge truly is power; and we strive to transfer that knowledge to you, the client, so that you may start to direct your financial success.

 

 

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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