Goals. Passions. Dreams.

Investing wisely doesn't only help you work toward a more secure future, it also gives you freedom to focus on you

Your goals. Your passions. Your dreams. A holistic portfolio strategy is built around your priorities and preferences.

Achieve your own vision of a fulfilling life

No two people are alike, so no two plans should be either. Thinking about what you really want is the first step toward getting it. What's on your mind?

Working with an advisor yields more money, more confidence 

Higher account balances. More confidence for the future. A common trait among top savers is that they get help from a financial professional to guide smart choices and keep their plan on track as life evolves.

Higher balances

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Nearly twice the median account balance was achieved when individuals chose to work with a financial professional.

Happier with savings

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18% higher satisfaction with their retirement plan working with a financial professional.

Financial professionals also help clients with...

Early savings
56% attribute early savings start to working with an Advisor
Understanding your big picture, what's important, setting goals.
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Strategic investment advice to grow and protect your money.

Find more education and research on the benefits of working with a financial professional in our Enhancing Outcomes whitepaper. 

Click here to read the full study.

Source: Equitable's Value of the Advisor study, 2018.

Not working with a financial professional?

Request to have an Equitable Advisors Financial Professional contact you.

Or, Find a professional near you.

If you have an existing account and need support please visit our support section.

Strategies for you

See how we can help meet your individual financial goals - tips, tools, calculators and product information.

Still have questions about saving and investing?

We've got you covered.

Get your top questions about Saving and Investing answered

Saving and Investing common questions

Interested in finding out more about working with an Equitable Advisor?

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Securities are offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC. 

Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  

GE-2874011  (01/2020) (Exp. 06/2020)