ServicesProvided by Equitas Financial

Retirement, Estate, and Education planning are just some of the services available to you through EQUITAS FINANCIAL (Unless noted otherwise).

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Need Travel or Individual Health and Dental Insurance? Obtaining a quote or purchasing is just a "click" away. 

Through Manulife Financial, one of our trusted business partners, you can price and purchase a travel or individual health and dental insurance plan on their convenient web based system. Follow the links below, or, contact us for more information. 

TRAVEL INSURANCE

INDIVIDUAL HEALTH AND DENTAL INSURANCE

Investments Simplified

                                                                                     Choosing a portfolio that meets your goals and objectives doesn't have to be difficult but it will take discipline. Building a proper foundation is our key to success.

LEARN MORE ABOUT OUR THEORY AND APPROACH TO INVESTING