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Our Firm

MISSION STATEMENT

We are an organization built on trust and integrity. Our goal is to satisfy the customer by delivering a prime product that will best suit their lifestyle and financial circumstance.

We are a proud company that pledges to treat each client with professional, meticulous vigilance and to bring to them a service which will help enrich their lives and generations after.

The professionals at Successful Equity Management provides several areas of specialization such as:

  • Comprehensive financial planning for individuals and business
  • Insurance and annuities
  • Retirement Planning
  • Mutual Funds
  • Fee- based asset management
  • 401 (k)/ PSP/IRA (Roth and Traditional)
  • IRA Distributions
  • Investment Tax Reduction Strategies
  • Estate Planning Strategies
  • Income Planning
  • Long Term Care
  • Philanthropic Planning