Michael Berz, Equitable Advisors

Michael Berz, Equitable Advisors CA Insurance Lic # 0L96226 They are not intended, and should not be relied upon, as insurance, investment or financial advice.

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. 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). Equal Opportunity Employer – M/F/D/V. 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

Over Memorial Day weekend, what was supposed to be a direct flight turned into a 14-hour delay with two unexpected stops...
05/29/2026

Over Memorial Day weekend, what was supposed to be a direct flight turned into a 14-hour delay with two unexpected stops.

Not exactly the plan.

Like most people, my first reaction was frustration. But then it hit me—because of the delay, I got a few extra hours with my family before leaving.

That changed everything.

It reminded me of financial planning.

Life doesn’t follow a perfect schedule. Markets move. Plans shift. Surprises—good and bad—happen.

The goal isn’t to predict every twist. It’s to build a plan flexible enough to adapt when they come.

Because sometimes what feels like a setback…turns into a gift.

For me, it was more time with the people who matter most.

That’s also why financial planning is about more than just dollars and cents. It’s about creating the freedom and confidence to focus on what truly matters—family, experiences, and making the most of the time we have.

A reminder of what really matters.

Plans lead to confidence. By diversifying beyond business, aligning your personal and business goals, and preparing for ...
05/14/2026

Plans lead to confidence. By diversifying beyond business, aligning your personal and business goals, and preparing for change, means you can move forward with greater confidence. Let’s review your plan.

Disruption creates challenges, while preparation can create opportunity. Trusted financial guidance helps business owner...
05/11/2026

Disruption creates challenges, while preparation can create opportunity. Trusted financial guidance helps business owners make confident decisions through change. Read more on how I can help you navigate through disruption, then schedule time to strategize. https://bit.ly/4vz6DfE

Growth is important for your business, but so is protecting your own financial future. The right financial guidance help...
05/08/2026

Growth is important for your business, but so is protecting your own financial future. The right financial guidance helps small business owners plan with confidence at every stage. Learn more and reach out to discuss your business legacy and the future. https://bit.ly/4trLT8n

Just because retirement may feel far off doesn’t mean today’s decisions won’t shape your long‑term financial confidence....
05/04/2026

Just because retirement may feel far off doesn’t mean today’s decisions won’t shape your long‑term financial confidence.

We’re hosting an in‑person educational seminar designed for individuals who want to better understand how today’s market environment impacts their investments and future plans — all in a relaxed setting with great food and drinks.

📍 87 Ludlow (Tapas Bar), 87 Ludlow Street, Manhattan
📅 Wednesday, May 6
⏰ 6:00 PM
🍷 Complimentary tapa, drink, and optional one‑on‑one consultation included

👉 Space is limited. Learn more and RSVP at the link below!

06 May Bites, Bevs, and Building Wealth: A Seminar on Smarter Financial Strategies Description Planning for a successful retirement isn’t just for those nearing the milestone – it’s for anyone who wants to build long-term financial confidence. This event is designed to equip you with the knowl...

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do  about it. Tha...
05/04/2026

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do about it.

That’s where asset location comes in. By aligning the right investments with the right accounts, we can help make your retirement income more tax efficient, and help you keep more of what you’ve worked for. Let’s talk about how this fits into your plan. Learn more at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

Check out the LPL's Market Signals Podcast "For Global Markets, It’s All About Oil".
04/17/2026

Check out the LPL's Market Signals Podcast "For Global Markets, It’s All About Oil".

Discover an updated assessment of the U.S. and global macroeconomic environment, including insights on oil price volatility and stock market resilience.

10/23/2024

Did you know you can supercharge your retirement savings? Learn all about catch-up contributions and how to make the most of them. Boost your retirement planning today. Let’s evaluate your plan to make the most of your hard-earned money and secure a brighter tomorrow, contact me today.

Learn about catch-up contributions and how they can help boost your retirement planning.

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and ...
10/14/2024

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.

You already know the importance of saving and planning. Watch our guide and discover strategies to help you prepare for your children's future educational ex...

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

Address

New York, NY
10104

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 10am - 5pm

Telephone

+12124089508

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