Broker Check

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

Learn more

Review

Reviewing client provided data
Learn more

Advise

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

Implement

Implementing and regularly reviewing the plan

Learn more
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.

Contact Us

Learning Center

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

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More
Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Learn More
Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More

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

Tammie Hackett

Recruiting Manager

Questions? Comments?

Thank you!
Oops!