As a member of the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors, I work with local non-profit and public school employees. I build strategies to help my clients meet their financial goals throughout their employment and retirement years.
“Our goal is to provide individuals, business owners and corporations with comprehensive insurance, investment, and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.