FINANCIAL SERVICES FOR EVERY STAGE OF LIFE.
Investment Management
Our tailored solutions are designed to help grow and protect your money.
Business Succession Planning
Our experienced professionals will help ensure your firm’s transition is as seamless as possible.
Wealth Transfer Planning
Help ensure your assets will reach the people and places you value most.
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.
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
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