newengland.equitableadvisors.com
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Submitted URL: http://www.newengland.equitableadvisors.com/
Effective URL: https://newengland.equitableadvisors.com//
Submission: On November 15 via manual from US — Scanned from US
Effective URL: https://newengland.equitableadvisors.com//
Submission: On November 15 via manual from US — Scanned from US
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Text Content
Login Menu * Home * About * Our team * About Equitable Advisors * Community involvement * What we do * Our process * Services * Why work with a financial professional * Technology * Who we serve * Individuals and families * Businesses * Work with us * Experienced financial professionals * Early career financial professionals * DEI at Equitable * Tools & resources * Resource center * Helpful tools * Market watch * Contact * Customer support Login WELCOME TO EQUITABLE ADVISORS NEW ENGLAND Serving MA, NH, VT, RI, ME Schedule a consultation BUILDING FUTURES With approximately 115 financial professionals and a dedicated group of staff members, Equitable Advisors' New England Branch is proud to serve the New England area. When you work with us, you will be establishing a personal relationship with a knowledgeable financial professional – a trusted ally who will take the time to understand your unique investment objectives, someone who can provide access to the capabilities of a global resource. Schedule a consultation WHY WORK WITH A FINANCIAL PROFESSIONAL Working together, we can define a strategy and create a road map that can help you build your financial future. To ensure that our financial professionals stay on top of their field, many regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the: * CERTIFIED FINANCIAL PLANNER™(CFP®) * Professional designations of the American College: * Chartered Life Underwriter (CLU) * Chartered Financial Consultant (ChFC) * Master of Science in Financial Services (MSFS) * FINRA Registrations: Series 6, Series 7 and Series 66 Maintaining solid professional foundations are extremely important. Many of our financial professionals are members of: * The Million Dollar Round Table * The Estate Planning Council * Association of Certified Financial Planners CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Find a Financial Professional EQUITABLE ADVISORS SUPPORTS YOUR FINANCIAL PRACTICE As one of the largest financial service organizations, Equitable Advisors provides career opportunities for motivated, focused and enthusiastic professionals seeking entrepreneurial challenge and who have the desire to help others achieve their financial goals. Feel free to visit the career opportunity section of this web site for more information. Believing in giving back to the community, financial professionals of the New England Branch are civic-minded leaders who are members of many local and charitable organizations. In almost every community, there's an Equitable Advisors financial professional giving of his or her time to make New England a better place to live. Explore Equitable Advisors OUR OFFICES WELLESLEY, MA 93 Worcester Street, Suite 103 Wellesley, MA 02481 Get Directions Phone: (781) 237-4500 PORTSMOUTH, NH 100 International Drive, Suite 340 Portsmouth, NH 03801 Get Directions Phone: (603) 600-8352 READY TO CONTACT US? The data on this form is submitted and transmitted via a secure connection Name Email Address Phone Message Send us a message Thank you! Oops! 1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor. CONTACT Office: (781) 237-8200 93 Worcester Street, Suite 103 Wellesley, MA 02481 Paskalis.Makriannis@equitable.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer – M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Click here for other important information & disclosures. Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V