As an independent firm, we are committed to offering comprehensive and unbiased advice. Our educational approach takes the mystery out of saving toward your goals. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
Whether you're just entering the workforce, starting a new business, planning for retirement, or simply facing uncertainty- we strive to help ensure that our clients meet their unique needs.
Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 15 Fisher Lane, White Plains, NY 10603 (914) 428-4000 Wise Financial, LLC is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC) and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.