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. Please consult your tax and legal advisors regarding your particular circumstances. Equitable Advisors and its affiliates do not provide tax or legal advice. Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. (Equitable Financial Advisors in MI & TN). To verify that an FP has earned and holds the title in good standing, contact us at Complaints about an Equitable Advisors FP should be directed to offered through Equitable Advisors, LLC (NY,NY 21), member In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
Our focus is working with high net worth individuals and professionals, mid to large closely held companies, thoroughbred owners & breeders, Veterinarians, Dentists, athletes & entertainers and family businesses.Įquinox Financial Partners is happy to work as part of a coordinated team of professionals (Attorney, CPA, etc.) to help clients address their financial needs.
The combined experience of the partners and their knowledge of a wide-range of products and services allow them the ability to provide top-quality financial strategies to help clients enhance, protect and preserve wealth. The members of Equinox Financial Partners take a hands-on approach, working together with clients to prepare a plan that considers their own special needs, goals, time frame and risk tolerance. This is done through tax advantaged planning and an up-to-date knowledge of financial products. With over 200 years of combined experience, EF P was established for the purpose of helping businesses and individuals who have unique situations requiring focused personal attention on an ongoing basis. Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.
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