Broker Check

Yep. We do that.

Investment Management

Our tailored solutions are designed to grow and protect your money. 

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Retirement Planning

Have confidence that you will enjoy the retirement of your dreams. 

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Business Succession Planning

Our experts will ensure your firm’s transition is as seamless as possible.

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Wealth Transfer Planning

Ensure your assets will reach the people and places you value most.

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Risk Management

We specialize in crafting strategies that defend your financial future. 

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Employee Benefits

Our leading strategies will help reward and retain your top employees.

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How We Work

At Equity Financial Services Group, “we never forget it’s your money!” Your best interests and goals are at the heart of our firm.

Above all, we specialize in simplifying the complexities of your financial life. Our expert advisors provide clear answers to financial questions for the people of the communities we live in and serve: no hard sell, no gimmicks; just sound financial answers, strategies, and products at a local Equity Bank branch with someone you know and trust.

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Meet Our Team

Sandra Rice

Senior Financial Advisor

(660) 829-3800 x6115

Kate Hagman, CFP®

Financial Planner

(316) 779-1601

Michele Long

Financial Advisor

(816) 600-4311

Terry Follmer

Financial Advisor

(479) 253-0566

Jill Warren

Sales Assistant

(660) 584-2500 x4609

Brian E. Orr, ChFC, CRPS

Investment Program Manager

(816) 554-5621

Have a Question?

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