FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Our Firm


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