dana dragotto Dan Costa is wonderful to work with. We have been with him for over 10 years and have friends that I’ve been with him for more than that and he has done a fabulous job with our financials. We have referred at least for other folks to him and they all love him as well. I would highly recommend him!
Wilfredo Vargas Theyll never pick up the phone, youre lucky if you get an email reply, and their office is closed, really glad I drove an hour to see this. Thanks guys.
Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.
