Our Mission

Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

We look forward to helping you take control of your financial future.

Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

• Retirement Planning
• Business Planning
• Estate Conservation Strategies
• Fixed and Variable Annuities
• Variable and Traditional Life Insurance
• Disability Income and Other Insurance
• Long-Term Care Insurance
• 401(k) and other Company Sponsored Plans
• 403(b) Plans
• Asset Management Accounts
• Mutual Funds
• Money Markets
• Traditional and Roth IRAs
• Brokerage Accounts
• 529 Plans
• Deferred Compensation Programs
• Buy-Sell Plans
• Non-Qualified Retirement Plans
• Life Insurance for Key Persons
• Asset Allocation Strategies