About Us

Our Firm

The experience and capabilities of our professionals allow us to approach any financial situation from a multitude of perspectives. Our goal is to help enhance our clients' wealth and legacy.   Our strategies do not revolve around any product or purchase, but focus instead on a close examination of each client's complete financial picture.  Once a plan is established, strategies are offered to help achieve our client's objectives.

As registered representatives of Equitable Advisors, and agents of Equitable Network, LLC and its subsidiaries, we are supported by the credibility and security of a premier financial services organization. We offer a wide range of products and services from various financial institutions to ensure that our clients are always offered strategies that suit their unique situations.

California Insurance License #: 0C76919

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.

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.

Link to equitable.com

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