Equitable Advisors – Syracuse
About
Equitable Advisors – Syracuse is a financial advisory office that helps individuals and business owners put a plan in place for their money. Retirement planning, wealth accumulation, estate planning and long-term care insurance are all part of the conversation.
For employers, the services reach to executive benefit and deferred compensation plans, employee financial planning and seminars, pension and 401(k) plans, and business succession planning. Clients also get investment management, mutual funds from many companies and access to online tools and account management.
What to Know
- Retirement planning and wealth accumulation are central services.
- Estate planning and wealth preservation strategies are available.
- Business succession planning and 401(k) and pension plans are available for employers.
- Education on financial topics is part of the relationship, along with online tools.
- It is a member of CenterState CEO and the Cicero Plank Road, Greater Liverpool and Greater Mexico chambers.
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