Richard Cantwell - Financial Professional at Equitable Advisors

Richard Cantwell - Financial Professional at Equitable Advisors 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.

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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

Sector investing may present an opportunity — if you do your homework.
08/28/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Periodic withdrawals in retirement may not be such a good idea.
08/26/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

I’m excited to announce I’m now a Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center...
08/25/2026

I’m excited to announce I’m now a Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence. By knowing who and what is most important to my clients at every stage in their lives — as well as the motivations behind their goals and dreams — together, we can design a more purpose-driven financial plan.

Columbia Coaching Center of Excellence (CCOE), Teachers College, Columbia University, in partnership with Equitable Advisors, offers a customized Holistic Financial Coaching Program. The program is created especially for the firm’s Financial Professionals and Leaders, resulting in the “Credentia...

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
08/24/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
08/21/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

Health-care coverage (including Medicare) typically does not cover extended medical care.
08/19/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Learn how insurance deductibles work, and how they can help you save money.
08/17/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
08/14/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Whether you realize it or not, you’ve allocated your assets.
08/12/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
08/10/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

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Rochester, NY
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