Sheila Soufian, Financial Consultant at Equitable Advisors

Sheila Soufian, Financial Consultant at Equitable Advisors CA Insurance Lic # 0F70865 If you’re seeking clarity, confidence, and a customized approach to your financial future, let’s start the conversation.

With over 20 years of experience as a Financial Consultant, I help closely held businesses, families, and individuals achieve comprehensive, long‑term financial success. By leveraging an in‑house team of advanced specialists and an open‑architecture platform of carefully vetted solutions, I guide clients through even the most complex estate and retirement planning strategies.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
09/16/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Just entering retirement? Here's what you need to know.
09/14/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

You can help ensure that losing your wallet doesn't turn into something bigger.
09/11/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

As Rosh Hashanah approaches, I'm reminded of the powerful themes of renewal and reflection that this holiday brings. It'...
09/09/2026

As Rosh Hashanah approaches, I'm reminded of the powerful themes of renewal and reflection that this holiday brings. It's a time to take stock of our lives and set intentions for the year ahead.

May this new year bring you joy, growth, and fulfillment in all aspects of your life. Each new beginning is an opportunity for positive change and personal development.

Wishing you and your loved ones a sweet and meaningful New Year. Shana Tova!

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
09/09/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
09/07/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
09/04/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Could your portfolio benefit from a zero-coupon bond?
09/02/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/31/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/28/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

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395 N. Service Road #206
Melville, NY
11747

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