Equitable Advisors
Why pick this one
Equitable Advisors offers retirement, wealth management, estate-planning, and risk-management strategies through offices across North and South Carolina.
Best for
- retirement planning
- wealth management and asset allocation
- executive benefits and compensation planning
- estate and multigenerational planning
- life insurance, disability, and long-term care risk management
- education savings and small business planning
Look elsewhere if
- The client needs direct tax or legal advice, which the website says Equitable Advisors and its financial professionals do not provide
Specialties
- retirement planning
- executive benefits and compensation
- estate planning strategies
- multigenerational planning
- life insurance and risk management
- education savings
- small business planning
- tax planning strategies
- asset allocation analysis
Certifications
- CFP®
- ChFC
- CLU
- CASL
- RICP
- CFA
- SEC-registered investment advisor
- FINRA
- SIPC
What makes them different
- Close to 200 financial professionals serve the Carolinas branch
- Offices and detached locations are listed across North and South Carolina
- Financial planning is available on both fee-based and non-fee-based arrangements
- The firm combines financial planning, wealth management, estate planning strategies, and risk management
- The website describes a five-step process involving needs assessment, education, recommendations, progress tracking, and ongoing contact
- Serves
- Charlotte, Raleigh, High Point, Greenville, Charleston
Distilled from this business's own website.
Contact & Location
- Address
- 4000 Piedmont Pkwy, #205, High Point, NC 27265
- Phone
- 7045403000
- Website
- https://carolinas.equitableadvisors.com/
- CarolinasCRM@equitable.com
Services
- financial planning
- wealth management
- asset management
- retirement income planning
- estate planning strategies
- risk management
- investment strategies
- education savings planning
- wealth transfers