Who we are

Equity Financial Services is your one stop for comprehensive financial planning services. We offer:

  • Individual and business financial planning and/or retirement services;
  • Complimentary consultations with no obligation to invest;
  • Superior personal service—we still answer our own telephones; and
  • Over 20 years of professional experience.

Thanks for checking out our Web site. We appreciate your visit.

What are your goals?

Equity Financial Services has provided professional financial planning services for more than 20 years. Whether you are a first-time investor or an experienced one, we understand that investing can be a daunting task. We have built our business around the pillars of select products, premium service, insightful advice and developing long-term relationships with our clients.