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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.

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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.