Dan Beaulieu, Equitable Advisors, LLC

Dan Beaulieu, Equitable Advisors, LLC Financial Advisor with Equitable Advisors, LLC. Financial education and planning for retirement. 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

Tax day is Tuesday, April 18, allowing you a few extra days to prepare returns or apply for an extension. It’s also a go...
04/12/2023

Tax day is Tuesday, April 18, allowing you a few extra days to prepare returns or apply for an extension. It’s also a good time for us to review your portfolio to help ensure its utilizing tax savings strategies.

Tax day is Tuesday, April 18, allowing you a few extra days to prepare returns. If you need more time, you must apply fo...
04/11/2023

Tax day is Tuesday, April 18, allowing you a few extra days to prepare returns. If you need more time, you must apply for an extension by the deadline. It’s also an ideal time to review asset location and investment strategies to help minimize taxes and create an effective, tax-efficient portfolio. Let’s meet to discuss.

Happy Easter! Wishing you a wonderful holiday filled with happiness, serenity and chocolate eggs.
04/09/2023

Happy Easter! Wishing you a wonderful holiday filled with happiness, serenity and chocolate eggs.

Are you feeling confident about generating enough income in the future to enjoy the retirement you deserve? This Nationa...
04/06/2023

Are you feeling confident about generating enough income in the future to enjoy the retirement you deserve? This National Social Security Month is the perfect time for us to connect and review your strategy for a financially secure retirement.

Chag Sameach! Wishing you a Happy Passover filled with good health, prosperity and joy!
04/06/2023

Chag Sameach! Wishing you a Happy Passover filled with good health, prosperity and joy!

It’s financial literacy month, and a great time for us to connect and review your short- and long-term goals to help ens...
04/03/2023

It’s financial literacy month, and a great time for us to connect and review your short- and long-term goals to help ensure you’re on track to achieving financial well-being

March 21 is the start of debt awareness week. Learning how to best handle debt is a crucial part of achieving financial ...
03/21/2023

March 21 is the start of debt awareness week. Learning how to best handle debt is a crucial part of achieving financial well-being. Let’s connect to review your finances and debt management strategy.

Here comes warmer weather and sunnier days! Happy first day of spring!
03/20/2023

Here comes warmer weather and sunnier days! Happy first day of spring!

We wish you a Happy St. Patrick’s Day that’s filled with lots of fortune and good luck!
03/17/2023

We wish you a Happy St. Patrick’s Day that’s filled with lots of fortune and good luck!

Remember to turn your clocks forward an hour this Sunday as Daylight Saving Time begins.
03/11/2023

Remember to turn your clocks forward an hour this Sunday as Daylight Saving Time begins.

Striving for gender equity is the theme for this year’s International Women’s Day. When we seek out, embrace and uplift ...
03/08/2023

Striving for gender equity is the theme for this year’s International Women’s Day. When we seek out, embrace and uplift distinct voices, it leads to increased, better opportunities for women. It also enables us to be a force for good in the world.

Wishing you a Chag Purim Sameach.
03/07/2023

Wishing you a Chag Purim Sameach.

Address

193 Blue Ravine Road , Suite 110
Folsom, CA
95630

Telephone

+19169184324

Website

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