About Us

Our Firm

In 1898, the Cleveland Branch office was first established, thus beginning a long & rewarding relationship with the citizens of Cleveland and the surrounding communities. Generations of families and businesses have relied on us to consistently assist them with their financial strategies and personal service. Today, with two office locations in Cleveland and Akron, serving all of Northeast Ohio, we continue to strive for excellence by offering our clients the guidance they need to help them plan for the future and security of their families and businesses.

Your Future Is Our Focus

With more than 90 financial professionals and staff members, the Equitable Advisors' Cleveland Branch is able to give special attention to each client's financial needs and concerns. Equitable Advisors' financial services are designed to help you achieve the highest degree of security, growth and savings and help you get organized for your future. By focusing on your broad financial picture, we are able to help you develop responsive, as well as responsible strategies.

Serving Our Community

Maintaining a strong sense of community, the Cleveland Branch has a long tradition of civic commitment. We believe in being active and giving back to the communities we serve. Many members of our local branch play an active role in various charitable and civic organizations, whose involvement over the years has included such groups as:

  • The Rotary Club 
  • Big Brothers & Big Sisters of Greater Cleveland
  • Greater Cleveland Growth Association
  • The Domestic Violence Center of Cleveland
  • The Solon Chamber of Commerce
  • The Leukemia & Lymphoma Society
  • The Make-A-Wish Foundation
  • Heights Regional Chamber of Commerce
  • The United Way
  • The Cleveland Professional 20/30 Club
  • Junior Achievement of Greater Cleveland
  • Jewish Family Service Association
  • Montefiore Foundation
  • American Diabetes Association
  • Harvest for Hunger
  • Cleveland Food Bank

California Insurance License #: 0G94741

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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