EQUITY FINANCIAL PARTNERS

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EQUITY FINANCIAL PARTNERS

EQUITY FINANCIAL PARTNERSEQUITY FINANCIAL PARTNERSEQUITY FINANCIAL PARTNERS
Home
Menu
  • Meet Us
  • Videos
  • Resources
More
  • Home
  • Menu
    • Meet Us
    • Videos
    • Resources
  • Home
  • Menu
    • Meet Us
    • Videos
    • Resources

Manage your money.

 Plan for your future.

 We'll help.

About Us

Who We Are

  

Our firm is an independent financial agency. We represent over 200 Financial companies with only "A" ratings. 

Prestigious companies such as Fidelity, Nationwide, John Hancock, Prudential, Pacific Life, etc. are our business partners. Our clients choose us over other firms due to power of choice for financial solutions and no fee for our service. We are re-revolutionizing the financial industry in various ways that the traditional industry cannot. 

  

Our mission as a company is to impact middle income families with financial literacy and build multi-generational wealth. Helping families build a solid financial foundation and learn how to make money work for them.

INVESTMENT

  • Fidelity
  • PIMCO
  • American Funds
  • Franklin Templeton Investments
  • Invesco
  • Janus Capital Group
  • BlackRock
  • And many more!

RETIREMENT & INSURANCE

  • Prudential
  • Nationwide
  • John Hancock
  • Allianz
  • Jackson
  • Pacific Life
  • Voya
  • Transamerica
  • And many more!

WEALTH MANAGEMENT

  • AEGON (USA Investment Management, LLC)
  • Transamerica I-Series
  • Flexible Plan Investments, LTD
  • Pinnacle Advisory Group, INC.
  • HANLON Investment Management
  • Fund Architects (Global Dynamic Independent)
  • And many more!

Our Services

  • Retirement Planning
  • Investments
  • Life Insurance 
  • College Planning
  • Million Dollar Baby Plan (New!)
  • Tax Savings
  • Long-Term Care
  • Debt Management
  • Mortgage Protection
  • Estate Planning
  • Financial Literacy Seminars

Even if you have these accounts in place we can help you understand how these plans actually work. 

80% of working Americans have a 401k but have no idea how it works other than they put money into it every month.

Our Team

Our Professionals are Licensed in the following:

  • Life 
  • Accident and Sickness (Health & Disability)
  • Series 6
  • Series 63
  • Series 65

Book Us!

Book us for a free financial seminar. Whether it's for the community, schools, or your employees. We believe everyone deserves financial knowledge.


Email Huongvu@equityfinancialpartner.com

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Huong Vu

36 Washington Street, Wellesley, Massachusetts 02481, United States

(857) 891-0405 Huongvu@equityfinancialpartner.com

By appointment only


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