Kenneth K. Apessos, CFP - Equitable Advisors

Kenneth K. Apessos, CFP - Equitable Advisors My financial service business which focuses on assisting families, individuals, and small businesses. Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
09/05/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7....
09/03/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

Check out the LPL's Market Signals Podcast "S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling...
08/27/2026

Check out the LPL's Market Signals Podcast "S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling".

LPL strategists unpack cross-asset signals from stocks, bonds, gold, and the dollar as the S&P 500 tests record highs ahead of the post-Labor Day period.

07/04/2026
What a day!!! CJ and I had an unforgettable experience at the Brazil vs. Morocco match this weekend. Nothing beats shari...
06/15/2026

What a day!!! CJ and I had an unforgettable experience at the Brazil vs. Morocco match this weekend. Nothing beats sharing moments like this together! The energy, the crowd, and the love of the game. These are the memories that last forever!

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Honored to be inducted into Equitable Advisors’ Hall of Fame at this year’s National Leaders Forum. This is one of the l...
06/02/2026

Honored to be inducted into Equitable Advisors’ Hall of Fame at this year’s National Leaders Forum. This is one of the longest standing awards (60+ years) that shows the dedication an advisor has to their clients as well as their company. This recognition means a great deal; but what matters most is the ability to make a real impact in the lives of the families and individuals I work with every day. I’m incredibly grateful for the trust my clients place in me, and for the mentors, colleagues, and team members who have supported this journey. I’m especially thankful for my wife and family, whose support made it possible to build my practice from the ground up. Looking forward to continuing to serve, grow, and help others build secure and meaningful financial futures.

Address

1 Belmont Avenue
Bala Cynwyd, PA
19004

Telephone

+16106604030

Website

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