Equity Services

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1 Jericho Plz Ste 101A, Jericho, New Yor...

Phone Number

(516) 279-6025

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Equity Services

Keith Baron is a recognized thought leader in the financial services industry, specializing in advanced tax strategies, retirement and estate planning, and business solutions for high-net-worth individuals and business owners. The company offers a range of services including life insurance, pension planning, charitable giving strategies, and innovative financial solutions aimed at maximizing wealth preservation and minimizing tax burdens. With a focus on continuous innovation, Keith Baron provides tailored strategies that address complex financial challenges. Their expertise encompasses everything from traditional retirement planning to sophisticated concepts like infinite banking and private placement life insurance.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Equity Services Org Chart

PhoneEmail
AA
United States flag for contact location.

Managing Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Equity Services

Compare insights from companies similar to Equity Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equity Services

<$5M
1-10
Private
-
-
AA
Anthony AriasManaging Director
$8.3M
11-50
Private
<$5M
-
YO
Yvette OcampoAccount Manager
<$5M
1-10
Private
<$5M
1998
Illustration of an envelope

Equity Services Tech Stack

A closer look at the technologies used by Equity Services

Top Finance Companies

Frequently Asked Questions Regarding Equity Services

What is Equity Services's official website?
Equity Services's official website is www.kcbaron.com
What is Equity Services's Revenue?
Equity Services's revenue is <$5 Million
What is Equity Services's SIC code?
Equity Services's SIC: 62,628
What is Equity Services's NAICS code?
Equity Services's NAICS: 52,523
How many employees does Equity Services have?
Equity Services has 1-10 employees
What industry does Equity Services belong to?
Equity Services is in the industry of: Finance, Insurance, Securities Trading
What is Equity Services competition?
Equity Services top competitors include: Equity Services, Retirement Planning Group
What technology does Equity Services use?
Some of the popular technologies that Equity Services uses are: Cloudflare Website Optimization, Neustar UltraDNS, Wix, Broadridge Advisor Solutions
How do I contact Equity Services?
Equity Services contact info: Phone number: (516) 279-6025 Website: www.kcbaron.com
What does Equity Services do?

Keith Baron is a recognized thought leader in the financial services industry, specializing in advanced tax strategies, retirement and estate planning, and business solutions for high-net-worth individuals and business owners. The company offers a range of services including life insurance, pension planning, charitable giving strategies, and innova... tive financial solutions aimed at maximizing wealth preservation and minimizing tax burdens. With a focus on continuous innovation, Keith Baron provides tailored strategies that address complex financial challenges. Their expertise encompasses everything from traditional retirement planning to sophisticated concepts like infinite banking and private placement life insurance.Read More

Is Equity Services a public company?
Equity Services is private company therefore does not currently have an official ticker symbol
See more information about Equity Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.