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Our Four-Step Process

Every action we take is based on our data-driven, 4-step process.

Assess

Taking an assesment of client's current financial position

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Review

Reviewing client provided data
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Advise

Making recommendations based on client's goals, dreams, and aspirations
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Implement

Implementing and regularly reviewing the plan

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
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Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Meet Our Team

Curtis  James Jr.

Curtis James Jr.

Managing Partner

Evan  Dromgoole

Evan Dromgoole

Junior Financial Associate

Kathy  Foresi

Kathy Foresi

Operations Manager

Laquana  Dawkins

Laquana Dawkins

Financial Associate

Leonard Lawrence

Leonard Lawrence

Financial Associate

Rodney  Cooper

Rodney Cooper

Financial Associate

Romairo Reese

Romairo Reese

Financial Associate

Questions? Comments?

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