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Jim Gates, Jr., ChFC®, CLU®

Jim Gates, Jr., ChFC®, CLU®

Financial Consultant

(732) 292-3379

jim@richplanninggroup.com

Wall, NJ

Visit my web site!

james.gates@equitable.com

Contact

Office: (732) 452-7237

Fax: (732) 451-6068

90 Woodbridge Center Drive

7th Floor

Woodbridge, NJ 07095

kevin.rodin@equitable.com

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer – M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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