Equity Planning Group, Ltd.
Financial ServicesView the employees at
Equity Planning Group, Ltd.-
Rebecca Taylor, AIF®, CPFA® Financial Consultant at Equity Planning Group, Ltd.
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Toledo, Ohio, United States
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Top 10%
Tammy Saddoris Financial Paraplanner at Equity Planning Group, Ltd.-
Toledo, Ohio, United States
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Top 10%
Paul Joseph, CPA Financial Consultant at Equity Planning Group, Ltd.-
Toledo, Ohio, United States
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Rising Star
Paul Joseph, CPA Financial Consultant at Equity Planning Group, Ltd.-
Toledo
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Rising Star
Craig Joseph Financial Consultant, specializing in investment management and retirement plan solutions.-
Top 5%
Overview
Equity Planning Group works with small businesses, business owners, and affluent individuals to provide them with customized investment asset allocation, estate planning, and retirement planning strategies. Securities and investment advisory services offered through Royal Alliance Associates, Inc., (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
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