We are a team of experienced financial professionals and staff WORKING TOGETHER FOR YOU. Combining a variety of backgrounds and experience, we serve financially your individual, family and business needs.
Our financial professionals are dedicated to helping individuals and businesses build their financial futures.
Rather than just recommending unrelated products, we consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you meet your goals. Then, if it is suitable, as registered representatives of Equitable Advisors, and insurance agents of Equitable Network, LLC, we will recommend the appropriate products and services to help you execute your strategy. Equitable Advisors has good relationships with a variety of investment and insurance companies. Each Equitable financial professional is well trained and qualified and can advise on the best provider for your personal circumstances. We are part of the overall Equitable Advisors network, which has made numerous commitments in financial education and financial management to help their our keep as much money they have earned as possible. Learn more by accessing our links above, below and to the side.
As leading financial professionals in Oklahoma City, we also handle financial services for businesses of all sizes including benefit plans and succession planning. We focus on IRA rollovers from 401k's and also handle other aspects of the 401k business. Our approach is to offer a fully integrated financial program that takes into account your goals and objectives. One valuable service we offer is seminars on financial planning for employees. As experienced financial professionals, we help our clients with all of the issues they might have throughout their lives and offer a wide variety of financial services.
If you are looking for a financial professional, our holistic approach can be valuable, especially for business owners who need financial professionals to handle both their business and their personal financial management.
We can provide you access to investment services and thousands of mutual funds from over 50 investment companies, and products and services from over 100 insurance companies.
Through Equitable Advisors and affiliates, you have access to investment management services, mutual funds, and financial products from an abundant list of investment and insurance companies.
Worried about the future cost of education? Let us help you understand all of your options.
In these uncertain times, insurance provides us with an added layer of protection. Let's discuss your options.
Running a successful small business takes skill and determination, even in the best of times. But today's economy presents special challenges. With credit tight, you may need a way to ease cash flow, keep operating smoothly, and grow your business.
At the same time, you want to enhance your savings. The more you can put away today, tax-deferred, the better your chance at looking forward to retirement tomorrow.
As Equitable Advisors financial professionals, we can offer you a wide range of planning products for every need. We've been working with families for over 150 years. Our stability and conservative approach have earned us respect, so you can move forward with confidence. We will be happy to assist you with all your personal and business retirement and financial planning needs.
Meet with us today at one of our offices
4801 Gaillardia Parkway, Suite 202
Oklahoma City, OK 73142 Phone: 405.946.9000
805 E. 33rd Street
Edmond, OK 73013 Phone: 405.715.2800