Welcome to Equitable Advisors Greater New York Branchs Web Site
With approximately 310 financial professionals and 30 staff members, Equitable Advisors Greater New York Branch is proud to serve the Long Island, Queens, Brooklyn and New York City communities with two main office locations in Woodbury and Manhattan. When you work with us you will be establishing a personal relationship with a knowledgeable financial professional – a trusted ally who will take the time to understand your unique investment objectives, someone who can provide access to the capabilities of a global resource. Working together, we can define a strategy and create a road map that can help you build your financial future.
The Greater New York Equitable Advisors branch offers the Long Island, Queens, Brooklyn and New York City communities the following Products and Services:
To ensure that our financial professionals stay on top of their field, many regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU) profesional designation of the American College
- Chartered Financial Consultant (ChFC) profesional designation of the American College
- Master of Science in Financial Services (MSFS)
- FINRA Registrations: Series 6, Series 7, and Series 66
Maintaining solid professional foundations are extremely important. Many of our financial professionals are members of:
- The Million Dollar Round Table
- The National Association of Insurance & Financial Advisors
- Suffolk Association of Life Underwriters
- The Estate Planning Council
- Association of Certified Financial Planners
- Retirement Planning Specialists
As one of the largest financial service organizations in the tri-state area, Equitable Advisors provides opportunities for motivated, focused and enthusiastic professionals seeking entrepreneurial challenge and who have the desire to help others work toward their financial goals. Feel free to visit the professional opportunity section of this web site for more information.*
Believing in giving back to the community, financial professionals of the Greater New York Branch are civic-minded leaders who are members of many local and charitable organizations. In almost every community, theres an Equitable Advisors financial professional giving of his or her time to make New York a better place to live.
Woodbury Office: 1000 Woodbury Road, Suite 300, Woodbury, NY 11797
Phone: 516-488-1000 Fax: 516-488-1081
*Equitable Advisors, is an Equal Opportunity Employer and Affirmative Actrion- M/F/D/V
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
