Our team's combined experience, credentials, and knowledge of a wide range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients accomplish their financial goals. Whether it's developing a fee-based financial plan, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy, or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial solutions for our valued clients. Our firm's reputation for professional excellence and reliability gives our clients a high level of confidence in the strategies we recommend and help implement. The PRISM Group's mission is to serve the business and professional community by delivering comprehensive financial planning and benefits. We provide these services with the highest level of integrity, excellence, and customer service. We acknowledge our need for strategic alliance partners with expertise in subject matters complementary to the services we provide. Our focus is our client's financial success! Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance 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. in PR. EOE M/F/D/V. The PRISM Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 5688354.1(5/23)(Exp.5/25)
