About Us

Our Firm

 

 

A Tradition of Commitment

The Minnesota Branch has been helping individuals and businesses in Minnesota address their financial goals. Distinguished by our focus on consultative advice, attention to each client's specific needs, and a comprehensive selection of product and services capabilities, our firm maintains an established position of leadership in the metropolitian area.

We are proud that we have remained a neighborhood fixture throughout many decades of growth and change. Generations of resident families and businesses have relied on our firm to consistently provide them with effective financial strategies and personal service. To "give back" to the community that has allowed us to flourish, we support and contribute to our local area in numerous ways, as a branch and as individuals.

Beyond our local presence, our organization can offer clients the strength and stability of a premier financial organization. As part of Equitable Financial, a member of global Equitable Group, we can draw upon a national network of team-based support to provide well-rounded advice and superior service abilities.

Most importantly, it is the people within our firm that continue to steer our reputation as a financial services leader. Our qualified financial professionals represent a broad range of experience, backgrounds and areas of focus. We emphasize ongoing relationships, so that clients can turn to us for trusted guidance to help address their needs and realize their financial goals over the course of a lifetime.

It is this enduring dedication to our community and our clients that is the cornerstone of the Minnesota Branch.

California Insurance License #: OC48829

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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