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