Equitable Advisors

Reviews

• JG

  Jennifer Galbraith

  Sep 2, 2026
  5.0
  A really good place to invest your money,they will explain everything step by step.
• AD

  Akeem Daly

  Dec 9, 2025
  1.0
  Horrible experience. The so called advisor was condescending and talked to me like a child because I said Roth conversion instead of rollover. Their method of getting you to sign is saying everyone you’re currently working with is doing everything wrong. Would never work with the jerk who called me and I hope they never call again.
• RP

  Rob Parmer

  Dec 21, 2024
  1.0
  Been waiting 6 Days for withdrawal to be mailed to 25miles away! Couldn't pick it up or have direct deposit Holiday Blues! Waiting what a joke! It's in the mail 😂😂 well today I called customer service today got Justin Anderson. I explained to him what my issues was he kindly listened to me. He was very professional he looked up my info. And apologized for my treatment in told me the truth the check wasn't mailed to the 19th he was everything you want in a company representative he was HONEST and I thanked him for listening to the predicament I was in waiting on this check he was very supportive. I called Adam to have my contact withdrawal on the 16th he informed me this would be a simple process immediately sent me the withdrawal electronically paper work for me to sign with in 10m minutes it was over he confirmed me I was all set. I asked if I could pick up the check or have it deposited in my account. He said that would take longer going that route. Ok so it's as to be mailed. mind you it's the 16th so I was confident it would arrive Thursday or Friday. Friday comes no check. I immediately left him a message when can expect the check asking if it would arrive before Xmas. He didn't respond in a timely manner so I texted is cell phone. He answered sounding angry I ask him when can I expect the check. He replied once is enough emailing him in the check is in the mail. I would encourage anyone that deals with them don't go for it's a simple process. I should of been more aggressive pressing him. Now my holidays are indearay because of Adam not being honest!!!! Justin Anderson is a Rock star at customer service give that man a Raise! 🙏
• JC

  Jake Cooper

  Aug 5, 2024
  5.0
  I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!
• AS

  Anthony Serrano

  Dec 1, 2017
  5.0
  Advisor was very informed and made information easy to understand

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