Broker Check

Financial Objectives

Retirement Plans/Asset Accumulation

Our representatives and their professional relationships can provide access to full services for qualifi ed retirement plans, including plan design and administration.

Are you retired or thinking about retirement? Our associates can help you determine how to best receive your retirement benefi ts, as well as advise you on how to allocate those assets to help protect your fi nancial well-being.


The Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. recognize the commitment and responsibility we undertake when we provide investment advice. That’s why we’ll listen closely to your needs and objectives before recommending a course of action.

Trust and Estate Planning Strategies

Through the use of various trusts and other planning techniques, while working with your legal advisor, we can help you protect what you’ve worked a lifetime to build, and make sure that your assets are distributed as you want them to be.