Equity Financial takes a different approach to Holistic Planning by looking at not just the entire financial picture, but also how can we provide services that add time, value, and convenience to your life in other areas.
Whether it is leveraging the firm’s philanthropic connections to greater impact organizations you care about, our programs to improve your overall health and financial wellness, or leveraging our depth of experience and professional connections to make finding those key partners and resources you need in your life that much easier.
Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services provided through SPC, a Registered Investment Advisor. Equity Financial Services is independent of Parkland Securities, LLC and SPC.
Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Parkland Securities, LLC, SPC or Equity Financial Services. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
Company Details
- Employees
- 32
- Founded
- -
- Address
- 4310 Saratoga Pkwy, 600,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- equityfs.com
- Keywords
- financial planning, 401(k) management, trust management, benefits design, financial literacy, financial education, workplace education, financial wellness.
- HQ
- Plainfield, Indiana
Equity Financial Services Questions
Equity Financial Services's website is equityfs.com
Equity Financial Services's LinkedIn profile is https://www.linkedin.com/company/equityfs
Equity Financial Services has
32 employees.
View email and phone details for 32
employees at Equity Financial Services.
Equity Financial Services's industry is
Financial Services
Equity Financial Services's top competitors are
Mega Equity Securities & Financial Services Public Ltd,
St Kevin's College,
Equity Financial Group,
Also Group,
Yarra City Council,
Equity Financial Group,
Indiana Association Of Area Agencies On Aging,
Create Advisory,
No-Company. (Self-Employed.),
Oxyzo Financial Services.
Equity Financial Services's categories are Financial Services
Equity Financial Services's founding year is 1985
