Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence model includes the tools and resources financial professionals need to better serve their clients.
Equitable Advisors, LLC (NY, NY, member FINRA, SIPC) (Equitable Financial Advisors in MI & TN), a broker-dealer. Equitable Advisors, LLC, an SEC registered investment adviser. GE-7756802.1 (03/25)
I have been paying premiums on a life insurance optimizer policy with Equitable for about 8 years. I called in to their national office, interested in liquidating my policy, and they gave me incorrect information regarding the maturity date of my policy. I then called the number for the miami office multiple times and failed to connect to anyone. So I moved to calling the Ft. Lauderdale office.
Finally. I found the direct phone number of a VP, Mr. Lewis, and he picked up. The connection was bad, and I disconnected the call. He called me back a few hours later, and I perceived that his tone was condescending. He seemed to think I knew nothing about my policy, took the tone of a superior rather than a peer, and brushed off my requests to speak to my agent, Mr. Martinez, who has always been very helpful and polite. I told him he sounded a bit condescending and hung up the phone.
An hour or so later I get a call from their secretary, who was never available when I was attempting to call their office to begin with, and she informed me that they, the firm handling my account with no issue for almost 10 years, could no longer serve me and I would have to call the national line.
Awful experience.
Frequently Asked Questions About Equitable Advisors
What services does Equitable Advisors offer?
Equitable Advisors is a national wealth management firm providing financial planning, consulting, and investment advisory services to help you achieve your financial goals.
Where is Equitable Advisors located?
Equitable Advisors is located at 2255 Glades Rd, Suite 412-E, Boca Raton, FL 33431, USA.
What are the office hours for Equitable Advisors?
Equitable Advisors is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I contact Equitable Advisors?
You can reach Equitable Advisors by phone at +1 561-997-7800 or visit their website at https://www.equitablesouthflorida.com/.
What financial services categories does Equitable Advisors specialize in?
Equitable Advisors specializes in finance company services, financial planning, financial consulting, and wealth management.
Is there a financial advising firm near Equitable Advisors?
Yes, nearby you can find Plutus Financial Partners and Levanti Wealth, both offering financial advising and related services.
Are there legal services close to Equitable Advisors?
Yes, Silver Law Group and Somera & Silva, LLP provide legal services near Equitable Advisors, which could be helpful if you require legal assistance alongside financial planning.
What real estate services are available near Equitable Advisors?
Nearby real estate agents include Floryda nieruchomości, Bambi Ross - Premier Estate Properties, and Luxury homes and condos from South Beach to West Palm Beach, Florida, which may assist you with property investment or sales.
How can I integrate visits to local businesses near Equitable Advisors for a comprehensive financial and real estate planning experience?
You can combine your visit to Equitable Advisors with stops at nearby real estate agencies like Bambi Ross - Premier Estate Properties and legal firms such as Silver Law Group to coordinate your financial planning, property investments, and legal advice seamlessly.
Are there any non-profit or community services near Equitable Advisors?
Yes, the Gold Coast Down Syndrome Organization is located nearby, providing community services which may be of interest if you seek involvement in local charitable activities.
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