At Equitable Advisors, I am a part of a team called the Retirement Benefits Group (RBG) a specialized division of Equitable Advisors. I work with local nonprofit and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years.
We provide wealth management services and financial education to meet the retirement needs of those who serve and build our communities – educators and staff in our public schools, colleges and universities; hospitals and municipal workers; and nonprofit employees. Our personalized approach helps our clients chart a course for financial success, and helps give them the information and confidence they need to create the retirement of their dreams.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Securities
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.