Bennett, Equitable Advisors Financial Professional

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1001 Lakeside Ave E Ste 1650, Cleveland,...

Phone Number

(216) 316-7218

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Bennett, Equitable Advisors Financial Professional

Equitable services allow us to serve all of my client's needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. We create customized strategies and offer products from hundreds of leading investment and insurance companies. As a Financial Professional with Equitable Advisors, and an agent of Equitable Network and its subsidiaries, my team and I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. I have been married to my wife Julie for overRead more
Bennett, Equitable Advisors Financial Professional's Social MediaPopular SearchesBennett, Equitable Advisors Financial ProfessionalJake Marty, Equitable Advisors LLCJason Bennett, Equitable Advisors Financial Profes...Joshua Kirsten, Equitable Advisors Financial Profe...midamerica.equitableadvisors.comSIC Code 62,628NAICS Code 52,523Show more

Bennett, Equitable Advisors Financial Professional Org Chart

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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bennett, Equitable Adviso...

<$5M
1-10
Private
-
-
MQ
Michael QuiringFinancial Consultant
<$5M
1-10
Private
-
1970
RA
Rachele AndersonDirector, Operations
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
-
AT
Angela TimponeOffice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bennett, Equitable Advisors Financial Professional is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bennett, Equitable Advisors Financial Professional is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bennett, Equitable Advisors Financial Professional.

Bennett, Equitable Advisors Financial Professional Tech Stack

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Frequently Asked Questions Regarding Bennett, Equitable Advisors Financial Professional

What is Bennett, Equitable Advisors Financial Professional's official website?
Bennett, Equitable Advisors Financial Professional's official website is midamerica.equitableadvisors.com
What is Bennett, Equitable Advisors Financial Professional's Revenue?
Bennett, Equitable Advisors Financial Professional's revenue is <$5 Million
What is Bennett, Equitable Advisors Financial Professional's SIC code?
Bennett, Equitable Advisors Financial Professional's SIC: 62,628
What is Bennett, Equitable Advisors Financial Professional's NAICS code?
Bennett, Equitable Advisors Financial Professional's NAICS: 52,523
How many employees does Bennett, Equitable Advisors Financial Professional have?
Bennett, Equitable Advisors Financial Professional has 1-10 employees
What industry does Bennett, Equitable Advisors Financial Professional belong to?
Bennett, Equitable Advisors Financial Professional is in the industry of: Finance, Insurance, Securities Trading
What is Bennett, Equitable Advisors Financial Professional competition?
Bennett, Equitable Advisors Financial Professional top competitors include: Copper Canyon Wealth Management, Cape Cod Wealth Strategies & Insurance Services, Rogers Financial Group, Empire Financial Partners
What technology does Bennett, Equitable Advisors Financial Professional use?
Some of the popular technologies that Bennett, Equitable Advisors Financial Professional uses are: Cloudflare Security
How do I contact Bennett, Equitable Advisors Financial Professional?
Bennett, Equitable Advisors Financial Professional contact info: Phone number: (216) 316-7218 Website: midamerica.equitableadvisors.com
What does Bennett, Equitable Advisors Financial Professional do?

Equitable services allow us to serve all of my client's needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. We create customized strategies and offer products from hundreds of leading investment and insurance companies. As a Financial P... rofessional with Equitable Advisors, and an agent of Equitable Network and its subsidiaries, my team and I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. I have been married to my wife Julie for over 34 years, and we have two children, Nicole and Bryce. I attended Ackley-Geneva High School in Ackley, Iowa and earned my Bachelor's degree in Business Management at University of Northern Iowa in Cedar Falls Iowa. I am an active member of Five 14 Church in Columbus, and my wife and I lead a home group at our house. I am very active in my community and was the past President of our Home Owners Association at Jefferson Meadows in Blacklick, Ohio. In my free time, I enjoy golfing and playing cribbage with my wife on our back patio. Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. ...Read More

What are Bennett, Equitable Advisors Financial Professional social media links?
Bennett, Equitable Advisors Financial Professional Facebook page
Is Bennett, Equitable Advisors Financial Professional a public company?
Bennett, Equitable Advisors Financial Professional is private company therefore does not currently have an official ticker symbol
See more information about Bennett, Equitable Advisors Financial Professional

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