Stephen M. Ashe, Equitable Advisors, LLC Financial Professional

Stephen M. Ashe, Equitable Advisors, LLC Financial Professional Senior Vice President They are not intended, and should not be relied upon, as insurance, investment or financial advice. 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. 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

Your home mortgage interest may be deductible. Do you itemize your deductions?
01/28/2026

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
01/26/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
01/24/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Assets minus liabilities = net worth. When was the last time you calculated yours?
01/21/2026

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
01/19/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
01/17/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The truth is a little more complicated with these personal finance idioms.
01/14/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Wondering what to tell your financial pro? Check out this quick video for guidance!
01/12/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

How much is enough for your emergency fund?
01/10/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.
01/07/2026

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

Address

755 Jefferson Road, 3rd Floor
Rochester, NY
14623

Opening Hours

Monday 8:30am - 5:15pm
Tuesday 8:30am - 5:15pm
Wednesday 8:30am - 5:15pm
Thursday 8:30am - 5:15pm
Friday 8:30am - 5:15pm

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