Broker Check

Our Services

Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them, their advisor and their families:

  • Life Insurance
  • Trust and Estate Planning Strategies
  • Retirement Plans
  • Investments*
  • Fringe Benefits
  • Disability Income Insurance**
  • Business Continuation
  • Long Term Care**

Commitment to meeting our clients' needs is central to the vitality of our organization. Towards that end, we believe in:

  • Trustworthiness, honesty, integrity and objectivity
  • Serving the needs of others
  • Seeing first to understand, then to be understood
  • Respect for others
  • Open and clear communication
  • Taking pride in ourselves, our company and our industry
  • Personal and professional development
  • Strong work ethics
  • Commitment to value-added relationships

We are a primary resource to other professional advisors in accounting, legal, banking and trust services, and we welcome the opportunity to work together.

 

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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.

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 1407 Route 9, Building 4, 2nd Floor, Clifton Park, NY 12065. (518) 688-2223. NPA Financial and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

CFP® and Certified Financial PlannerTM 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.

 

Office: (518) 688-2223
Fax:(518) 688-2698

1407 Route 9
Building 4, 2nd Floor
Clifton Park, NY 12065

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