Our Services

We offer comprehensive financial services where we put the client's interest first by listening closely to their objectives and recommending products that fit their goals.

  • Comprehensive Financial Planning*
  • Investments*
  • Retirement planning and income replacement
  • Estate and trust planning strategies
  • Employee benefits and retirement plans
  • Business succession planning
  • Life insurance
  • Annuities
  • Disability insurance
  • Long-term care insurance

* Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, 1407 Route 9, Building 4, 2nd Floor, Clifton Park, NY 12065 (518) 688-2223.  All entities are independent of Equity Services, Inc. unless otherwise indicated. 

Registered Representatives of Equity Services, Inc. do not offer legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.