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