
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+3
Equity Financial takes a different approach to Holistic Planning by looking at not just the entire financial picture, but also how can we provide services that add time, value, and convenience to your life in other areas. Whether it is leveraging the firms philanthropic connections to greater impact organizations you care about, our programs to improve your overall health and financial wellness, or leveraging our depth of experience and professional connections to make finding those key partners and resources you need in your life that much easier. Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment...
Financial planning,401(k) management,trust management,benefits design,financial literacy,financial education,workplace education,and financial wellness
Equity financial services operates in the Financial services industry.
Equity financial services's revenue is 11m - 100m
Equity financial services has 11 - 50 employees.
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