Standard Equity Agency
Business hours
Monday | 9:00am to 5:30pm |
Tuesday | 9:00am to 5:30pm |
Wednesday | 9:00am to 5:30pm |
Thursday | 9:00am to 5:30pm |
Friday | 9:00am to 5:30pm |
Saturday | - |
Sunday | - |
About us
Providing unbiased financial and insurance / benefits solutions to successful businesses and highly compensated individuals since 1972! We address financial risk management and tax-favored savings that is beyond the training of many advisors. Special areas of focus include exclusive benefits for business owners and key executives, wealth transfer and charitable goals for high net worth families, financing chronic illness expenses for seniors, and income protection for disabled professionals. We work for you, not financial product vendors, and are your best advocate to define your needs, narrow down strategies and solutions, then implement and maintain your plan. What financial concerns are still not addressed in your world?
Payment options | American Express, Visa, Discover, Cash, MasterCard |
Languages | English |
Tags | long term care insurance, wealth management, disability income, estate planning, life insurance, estate financial planning, financial planning, retirement income, retirement financial planning, annuities, annuity, long term care, executive benefits, key person insurance, buy/sell insurance |
Services | estate financial planning, long term care insurance, disability income, estate planning, executive benefits, buy/sell insurance, annuity, retirement financial planning, life insurance, retirement income, key person insurance, long term care, annuities, wealth management, financial planning |
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