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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.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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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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