What’s In A Name?

I’d like to start our message with an exercise I have found highly successful in making financial planning conversations more productive.

Bad Products or Bad Advice?

After thousands of conversations and planning sessions over 23 years as an advisor, few are the same.  Common goals, concerns, and anxieties exist, but our state of mind before, during, and after are unique.  All too often, those who come to us for a consultation are at a point where they don’t know whom and what to believe. They want a fresh unbiased approach with no pressure to believe one thing or another.  They wish to be advised, not sold.

A Strong Foundation Before Speculation

Hurricane Irma came and went.  In our particular case, we were fortunate to escape with minor damage and inconvenience.  However, right outside the gates of our community, across the avenue, people were canoeing to their front door. 

   

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.

Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

 

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

 

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