Services

While developing a customized financial plan, we will walk you through a step-by-step process that will help you feel confident in your decision.

Whether you are looking for a:

• Comprehensive financial plan. 
• Retirement plan 
• Plan to help you financially through your divorce 
• Specific goal plan

We can help you put a plan in place

We can also help you with single approach situations you need taking care of like the purchase of life insurance, or setting up a Roth IRA for example.

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.