Equitable
Why pick this one
Equitable has over 165 years of experience in financial services and is first in variable annuity sales for three consecutive years.
Best for
- individuals seeking retirement planning
- clients needing financial advice
- educators looking for pension supplements
Look elsewhere if
- looking for short-term financial products
- in need of tax or legal advice
Specialties
- financial planning
- annuity services
- life insurance
Certifications
- FINRA
- SIPC
What makes them different
- operating for over 165 years
- maintains high marks from independent ratings agencies
- first in variable annuity sales for three consecutive years
- 40 years of innovation in financial products
- Years in business
- 165
Distilled from this business's own website.
Contact & Location
- Address
- 7207 IBM Dr, Charlotte, NC 28262
- Phone
- 8664446001
- Website
- https://equitable.com/
- info@equitable.com
Services
- financial advice
- wealth management
- retirement planning
- insurance