About Us
We work as a team to best meet your financial needs now and in the future. We have offices throughout the state of New York including Buffalo, Rochester, Syracuse, Albany, Vestal and Poughkeepsie.
A look into our practice
It starts with our team. We hire ethical, hard-working individuals with a passion for finance and helping others.Our robust training programs ensure that we stay up to date with current events that may impact you. We provide you individually tailored financial analysis and guidance to help put you on the right path in reaching your financial goals. Our #1 priority is to provide recommendations that are in your own best interest.
Strength and Stability
For over 160 years we have been around providing advice and strategies tailored to you, continuing a tradition of service we’ve honored since 1859.
A Trusted Partner
Along the way, we’ve gained respect as one of America’s leading financial service companies. And we’ve earned the trust of over 2.8 million clients and their families for generations to come.
Individualized Experience
Wherever you are on your journey and whatever financial well-being means to you, we meet you where you are. We strive for the best, alongside more than 4,330 other Equitable Advisor dedicated financial professionals within the company, located in communities all over the U.S.
Starting out
Retirement may seem far away, especially when you’re setting out on your own and starting to figure out life. But it’s never too early to dream about your future, and it’s never too early to start saving.Starting out
Juggling midlife
There's a lot you've accomplished - and likely so much more you want to do. And then there are realities of your busy day-to-day. You deserve a moment to step back and take stock of your retirement plans as you build toward your future.Midlife
Your next chapter
Whether you’re a few years away or counting the days, thinking about retirement is exciting. Knowing how your savings will support your passions, your health and your family is the peace of mind you’ve earned.Next chapter
Our Promises
We are here for you
We get to know you and work with you as an individual, not a dollar amount or statistic.
Communication
When you have personal and practical questions, we will be ready with answers about the options that can help you make the most of what you’ve earned and saved.
Trust
We are a trusted partner to you and treat you with the respect and dignity you deserve.
Respect
We listen to you, learn, and build on your existing assets – respecting the choices you’ve made and your plans for the future.
Collaboration
We are specialists in many different fields and work together to ensure you receive the right guidance for your situation.
Discovery
We meet virtually or in-person and get to know a little bit more about you, your financial situation, and you get to know more about us and our process.
Data Gathering
So that we may begin your financial analysis, we gather hard and soft data specific to where you currently stand as well as what where you would like to see yourself financially in the future.
Strategy
After crunching your numbers using sophisticated financial analysis tools, we present to you a strategy to help you reach your goals.
Review
For better or worse, your life and financial situation may change from year to year. We review your accounts on an regular basis and adjust your plan if need be.
Our Team
A Purposeful Career
Resources
CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
GLOSSARY
Financial terms from A to Z.
Helping School Administrators and Educators
As the top 403(b) provider in schools throughout the US, we work closely with educators and school administrators. Visit www.equitable.com/educators for more information. At a local level we have a partnership with SAANYS (School Administrators Association of New York State) and ASAR: Association of Supervisors & Administrators of Rochester. This partnership allows us to efficiently educate and provide financial guidance to educators and administrators in a strategic and effective manner.
Our Office
175 Corporate Woods, Suite 250
Rochester, New York 14623