
MUTUAL FUNDS PROVIDED THROUGH:
OUR PHILOSOPHY
Alexander Lekas CFP, BA Econ
President, Equitas Financial Services
Certified Financial Planner, Investia Financial Services Inc
Equitas Financial Services believes in building and fostering business relationships with like minded companies. To that end, our agency holds contracts with all of the leading insurance companies in the industry. They are built on strong foundations and have a long term history of credibility and success. For more information on these companies please follow the link to their respective websites under "where we place our business". If there is a company that you are interested in that is not listed please do not hesitate to contact us for more information.
Alex Lekas has been a Financial Advisor for 10 years. Starting his career with London Life, he learned a comprehensive approach to Financial Planning and in 2006 branched out to the independent advisor network. This provided him with access to a greater variety of products when composing solutions for his clients. Alex's approach to Financial Planning is a holistic one. He reviews each client's entire financial situation by gathering relevant information and asking about specific goals and objectives. Using that information, he is able to compose a unique set of recommendations customized to the client. This is just a brief overview of the Financial Planning process and can be discussed with Alex in greater detail simply by calling to schedule a "no obligation" financial review.
Alex look's forward to beginning and fostering a business relationship with you. Should you have any questions please do not hesitate to contact us.