Our Firm

Our associates will work with you to assess and analyze your current financial situation.  We will listen to your future desires and needs.  Once we have a clear understanding of where you are and where you want to be, we consult with select members of our team that include- attorneys, accountants, pension specialists and niche planners- to develop a coordinated plan designed to help you achieve your financial goals and objectives.  When you approve our recommendations, we work in tandem with your other advisors to implement and monitor your plan.

We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost efficient, and customized solutions to our client's needs.

Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them, their advisors and their families:

  • Retirement Plans
  • Life Insurance
  • Long-Term Care
  • Investment Service**
  • Trust and Estate Planning Strategies
  • Business Continuation
  • Employee Benefits
  • Disability Income

**Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., member FINRA/SIPC.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.