Under the leadership of Executive Vice Presidents, Ted Beal, Jr, Kevin Rodin and John Yacoubian, Equitable Advisors Liberty Branch continues to be a leading provider of financial advice, protection, and retirement strategies in the tri-state region. We draw on our 160 years of experience to work alongside you with clarity and efficiency. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. We have a long-standing commitment of building a culture of inclusion, professional excellence, and continuous learning.
Our financial professionals offer a full suite of products and represent a broad range of experience, backgrounds, and areas of focus such as wealth management, retirement planning, estate planning, and business succession planning. At Equitable Advisors, we understand educators, and that’s why we are the #1 403(b) provider in the K-12 market. The Retirement Benefits Group (RBG), is a specialized division of our branch that provides financial planning, investments and support services designed specifically for educators, municipal workers and nonprofit employees.
We are committed to helping our clients work toward their financial goals for themselves, their families, and their businesses. Together, let us help you achieve your financial well-being with courage, strength, and wisdom.
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