Investment Overview

Whether your financial affairs are relatively simple or very complex, working with a professional financial advisor can help provide confidence in your future. Our investment representatives offer insight on how to:

Fund your retirement

Even if you’ve accumulated enough resources for what could be many years of retirement, you’ll need a plan to help maximize and protect those assets for as long as possible.

Develop a realistic investment plan

A plan should seek to achieve your desired level of return without taking unnecessary risks.

Protect current and future assets

Without proper insurance and estate planning all your other planning could become useless or depleted by circumstances beyond your control.

Analyze your portfolio

To keep you informed of how your investments are performing and to make adjustments as needed.

Fund a quality education

Historically, college cost inflation has typically been in the 5-8% range, although there have been several years where it's been higher than 8%.*
* College Education Board

Important Consumer Information

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Equitable Bank and Equitable Wealth Management are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Equitable Wealth Management, and may also be employees of Equitable Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Equitable Bank or Equitable Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Equitable Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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