Business Details
About
Finance CompanyFinancial PlannerFinancial ConsultantFinancial Planning
Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far.
Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)
Location
Equitable Advisors
One Enterprise Center, 225 Water St, Jacksonville, FL
32202, United States
Hours
Reviews
4.5
16 reviews
5 stars
14
4 stars0
3 stars0
2 stars0
1 star
2
- DMDonovan MitchellDec 15, 20255.0Recently, I had the opportunity to speak with Joseph Melhado about the services Equitable Advisors provides. Joseph is extremely professional, knowledgeable and gave me great insight into the doors that could be opened with his services. I am looking forward to working more with him in the future.
- FTFrancisco TeranDec 4, 20255.0Fantastic group of individuals at the firm, well versed in their respective field of work and always a phone call away for anything i may need whether it is me trying to figure out how to navigate the app or helping me manage my finances. Peter Hargitai opened new doors for me in the financial planning world and broke down in 30 minutes for me what takes most YEARS to understand which i think is crucial in gaining trust of new clients.
- NWNolen WinsettDec 4, 20255.0I had the great pleasure of having CJ Bennett and his team help me with navigating my finances. The question I had while searching for a Financial Planner was what makes all these firms different from each other. I wanted to find a place with attentive service. A place where they would walk me through what they had in mind, giving their professional opinion, and providing transparent, clear information. That is exactly what I got with CJ and his team. If you are looking for someone who will take care of you AND your financial future, look no further.
- RARichard ADec 4, 20255.0From a cold call to being more financially educated and financially free. Preston Turner is amazing and very transparent with any trade. I’m grateful to have met him and gotten partnered with Equitable.⭐️⭐️⭐️⭐️⭐️
- MBMolly BrockDec 4, 20255.0Thomas Heed has been so helpful and patient as my financial advisor for the past few years. He is able to answer any questions I have and has given me guidance on all of my financial planning. I could not recommend him enough!
Frequently Asked Questions About Equitable Advisors
What is Equitable Advisors and what services do they offer?
Equitable Advisors is a national wealth management firm offering financial planning, consulting, and investment advisory services.
Where is Equitable Advisors located?
Equitable Advisors is located at One Enterprise Center, 225 Water St, #1235, Jacksonville, FL 32202, USA.
What are the business hours of Equitable Advisors?
Equitable Advisors is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I contact Equitable Advisors?
You can contact Equitable Advisors by phone at +1 904-353-5611 or visit their website at https://jacksonville.equitableadvisors.com/.
Is Equitable Advisors registered and regulated?
Yes, Equitable Advisors, LLC is a member of FINRA and SIPC, and is an SEC-registered investment advisor.
What categories of financial services does Equitable Advisors specialize in?
They specialize in financial planning, financial consulting, and wealth management services.
What nearby financial services providers are located near Equitable Advisors?
Nearby financial services include The PRISM Group of North Florida, Wells Fargo Advisors, and Foundation Financial Group, which can provide additional financial support and options.
Are there any nearby hotels near Equitable Advisors for clients traveling to Jacksonville?
Yes, nearby hotels include the Omni, Marriott, Jacksonville River City Downtown Hotel, and Jacksonville Marriott Courtyard Oceanside, offering convenient accommodation options.
What entertainment options are near Equitable Advisors if I want to explore before or after my visit?
You can visit attractions like Jacksonville Riverfront, Jacksonville Dinner Detective Murder Mystery Show, or enjoy dining at Juliette's Bistro or a Fusion Food Truck.
How can I find Equitable Advisors from nearby transit or landmarks?
Equitable Advisors is located within the One Enterprise Center, close to landmarks like Gresham Smith architects and just a short distance from popular hotels and the Jacksonville Riverfront, making it easy to locate in downtown Jacksonville.