Lucy Zhou, Financial Advisor at Equitable

Lucy Zhou, Financial Advisor at Equitable Fully licensed financial advisor who helps individuals reach their financial goals 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

Have you started talking to the kids about money and finances? Here are five suggestions for getting them on the path of...
03/04/2022

Have you started talking to the kids about money and finances? Here are five suggestions for getting them on the path of developing smart financial habits as adults. https://eqtble.co/3JxKgP7

Let’s build a plan that will help you achieve financial freedom in retirement. Here are four things to consider for desi...
03/03/2022

Let’s build a plan that will help you achieve financial freedom in retirement. Here are four things to consider for designing a strategy that will help enable you to pursue the possibilities in retirement. https://eqtble.co/3JqXrRQ

Learn how to take control of saving and planning so you may enjoy the future of your dreams. Working with a financial pr...
03/02/2022

Learn how to take control of saving and planning so you may enjoy the future of your dreams. Working with a financial professional can help you get there.

The transition into retirement can be both exciting and daunting, but how you’ll manage your finances is probably a big part of any stress you might be feeling. Will you be able to afford to do the things you want once you retire? Will your money last as long as you live? By planning and saving ea...

Let’s work on designing a savings strategy that helps you build an emergency fund while paying down debt. Here are some ...
03/01/2022

Let’s work on designing a savings strategy that helps you build an emergency fund while paying down debt. Here are some things to consider.

Paying off debt is a smart move -- but only if you have a solid cushion in the bank. When you're sitting on a pile of debt, particularly of the credit card variety, it can be tempting -- and smart -- to take every spare dollar you're able to eke out and apply it to your outstanding balance. The soon...

If you’re concerned about the impact of inflation and market volatility on your assets, here are some ways to strike the...
02/28/2022

If you’re concerned about the impact of inflation and market volatility on your assets, here are some ways to strike the right risk/reward balance to help achieve steadier gains. Contact me to review your portfolio. https://eqtble.co/3BsXnyc

Equitable Foundation has partnered with their Black Leadership Network and DonorsChoose to support culturally inclusive ...
02/25/2022

Equitable Foundation has partnered with their Black Leadership Network and DonorsChoose to support culturally inclusive classroom initiatives. Through DonorsChoose, teachers request resources that will help students learn and reflect on the importance of Black History Month. Check out the latest on educators’ classroom projects at www.donorschoose.org

When’s the last time you had an open, honest discussion about money with your family? Discussing finances with them can ...
02/25/2022

When’s the last time you had an open, honest discussion about money with your family? Discussing finances with them can inform better decisions on spending and saving. I can help you start the dialogue. . https://eqtble.co/3Biw61k

What kind of debt are you carrying? Did you realize paying down high interest debt first can actually help you save more...
02/24/2022

What kind of debt are you carrying? Did you realize paying down high interest debt first can actually help you save more money? Let’s build a strategy together for reducing debt and saving more. . https://eqtble.co/33nqNkE

02/23/2022

Have you thought about your dreams lately? While you’re dedicated to helping students reach theirs, it’s time you start thinking about your own. Begin planning to enjoy the retirement you deserve. .

More than simply ensuring your family's financial security for the future, life insurance can help you get the most out ...
09/16/2021

More than simply ensuring your family's financial security for the future, life insurance can help you get the most out of today. https://eqtble.co/3kZAU3Q

Address

93 Worcester Street Suite 103
Wellesley, MA
02481

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