Our Services

With a goal of improving the financial security of our customers, our professionals provide high-quality financial products and services to individuals, families and businesses representing a  broad range of markets.  We are dedicated to helping individuals, families, and businesses seek financial well-being and success.  

Insurance products offered provide financial protection and flexibility that helps our clients meet expenses related to death, disability and terminal, chronic and critical illnesses.  A comprehensive portfolio of life insurance and annuity products is used that meet the individual and business insurance needs of clients including family protection, executive benefits, qualified and non-qualified retirement plans, business continuation and estate planning.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  including a full array of mutual funds, annuities, brokerage accounts, fee-based asset management programs, stocks and bonds as well as Trust and Retirement Accounts.  We are committed to offering the most appropriate investment solutions customized for individual financial needs.  Our professionals have access to sophisticated tools to assist with trust and estate planning, retirement planning, asset allocation and cash management.