About Us

Our Services

Products And Services To Meet Your Needs

As part of Equitable Financial, a member of the global Equitable Group, we have the tools necessary to help our clients meet their retirement, education, asset accumulation, income protection and estate preservation goals. Some of the financial products and services available to individuals and businesses include: 


  • Financial Strategies 
  • Retirement Funding
  • Estate Planning* 
  • Investment Planning 
  • Business Planning - for businesses of all sizes 
  • Education Funding Programs 
  • Executive Benefit Plans 
  • Qualified Employee Benefit Plans - such as 401(k) plans 
  • Employee Benefit Plans - such as group life insurance 
  • Life Insurance
  • Annuities (both deferred and immediate) 
  • Mutual Funds



* Estate Planning is funded through life insurance and other financial products.

California Insurance License #: 0G94741

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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