The Finley Group

The Finley Group When formulating a sound financial strategy, we believe in taking a long-term view. 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

We agree with U.S. News & World Report that Equitable Advisors is one of the Top 5 Independent Broker-Dealers that Advis...
05/09/2022

We agree with U.S. News & World Report that Equitable Advisors is one of the Top 5 Independent Broker-Dealers that Advisors should consider before making a move (U.S. News & World Report).

Equitable Advisors’ open architecture platform offers a unique mix of Independence and support to help advisors grow their business.

Thinking about making a change? Talk to us before making that decision.

Choosing the right broker-dealer for your business is a critical step to get right.

National Retirement Planning month is a great time to review and update your savings goals to ensure they're on track fo...
08/02/2021

National Retirement Planning month is a great time to review and update your savings goals to ensure they're on track for a fulfilling, financially secure future.

Are you prepared to cope with a forced retirement? Here are 6 things you can do right now to ensure you’ll be ready if y...
05/31/2021

Are you prepared to cope with a forced retirement? Here are 6 things you can do right now to ensure you’ll be ready if your retirement has been fast-tracked.

The pandemic, and its impact on the economy, has slowed life down for many people around the world. But for some, it has put them on the fast track to retirement. Here are some things you can do right now to cope if retirement has come around a little more quickly than you anticipated, and to prepar...

Planning for a solo retirement? Don’t let going it alone feel daunting, read these tips on how singles can feel more sec...
03/15/2021

Planning for a solo retirement? Don’t let going it alone feel daunting, read these tips on how singles can feel more secure about their financial future.

Millions of people across the United States are providing for themselves as they as they face retirement, making it an increasingly common theme in financial and life planning. But each situation is unique; some people are divorced or widowed, while others never married — and any of these situatio...

As part of our ongoing commitment to prepare students for preserving generational wealth, financial professionals Jazmin...
03/04/2021

As part of our ongoing commitment to prepare students for preserving generational wealth, financial professionals Jazmin Williams and David Wilburn recently provided a financial literacy workshop to members of the National Black MBA Association (NBMBAA) Leaders of Tomorrow program. This was part of our Black Leadership Network Employee Resource Group’s long-standing partnership with the organization, whose mission is the enhancement and development of educational and economic empowerment for minority communities.

09/23/2020

As we previously communicated, the AXA Equitable companies have updated to the brand “Equitable” across all areas of our company. As part of this update my email address has changed to [email protected]. Please be sure to update your records before September 25, 2020. Thank you!

Schedule and make payments, change investment options – even rebalance your portfolio - quickly and easily while on the ...
09/23/2020

Schedule and make payments, change investment options – even rebalance your portfolio - quickly and easily while on the go when you download our new mobile app. https://eqtble.co/32EOEtl

Address

8184 Gadsden Highway
Trussville, AL
35173

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12059705215

Website

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