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Our mission

Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of retirement planning products and services.

Whether it's developing a retirement plan, creating a customized estate planning program, or preparing a detailed asset allocation analysis, our mission is simple: to provide comprehensive personalized retirement strategies to our valued clients.

The keys to our firm's success are our professional excellence, integrity, and our constant pursuit of open communication, as well as an in-depth understanding of each of our client's unique retirement needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and impart an added level of comfort and confidence for our clients.

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:

  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • 401(k) and other Company Sponsored Plans
  • Asset Management Accounts
  • Mutual Funds
  • Education Planning
  • Wrap Fee Accounts
  • Brokerage Accounts
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies