Kyle Portera Email and Phone Number

As a Financial Advisor with Equitable Advisors, I help coach individuals, families, and business owners with a goal of increasing their net worth by properly planning for life events and circumstances.I find passion in helping my clients through a customized and individually tailored financial strategy process. My work is centralized on helping individuals, businesses, and business owners implement strategies designed to accumulate and protect their wealth, while minimizing tax implications through sound investment and insurance strategies.I am fortunate enough to work with one of the finest teams of financial professionals and staff in the industry. With a fluid and constantly changing marketplace, my team and I strive to challenge the status quo, adopt a responsible mentality and focus on keeping long-term relationships with our clients, properly and honestly meeting their financial needs.