Sheila Soufian, Financial Consultant at Equitable Advisors

Sheila Soufian, Financial Consultant at Equitable Advisors CA Insurance Lic # 0F70865 If you’re seeking clarity, confidence, and a customized approach to your financial future, let’s start the conversation.

With over 20 years of experience as a Financial Consultant, I help closely held businesses, families, and individuals achieve comprehensive, long‑term financial success. By leveraging an in‑house team of advanced specialists and an open‑architecture platform of carefully vetted solutions, I guide clients through even the most complex estate and retirement planning strategies.

Amazing!
11/23/2025

Amazing!

Retirement can feel far away when you're busy building your career, but planning early makes a big difference! Check out...
10/16/2024

Retirement can feel far away when you're busy building your career, but planning early makes a big difference! Check out this article to learn why the sooner you start planning your future, the more benefits you'll find. From compound interest to tax breaks-- your future self will thank you. I'm here to help you get started; let’s connect today to schedule a call.

Learn why early career retirement planning matters, tips on compound interest and tax-advantaged accounts, and keys to budgeting, saving, and investing.

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26) 10/15 Did you know that 63% of U.S. households ov...
10/15/2024

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!

Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...

10/10/2024

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

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-be...
10/10/2024

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-being with retirement savings and planning. Let’s talk about how to navigate your financial journey. Contact me today!

Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial...
10/08/2024

Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial planning, the right choices today can set you up for success tomorrow. Take charge of your future—start by understanding and utilizing your benefits. Contact me today and I can help you maximize your benefits

10/02/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Gold Rally is No Flash in the Pan".

09/26/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Policy Crosscurrents: Potential Market Impacts".

Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the righ...
09/19/2024

Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the right financial strategies. Start planning today for peace of mind tomorrow. Contact me now to explore your options and help secure your family's well-being!

09/19/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Election Implications on the Municipal Market".

Life insurance is more than just protection; it's a crucial part of a strong financial plan. It can help you secure your...
09/19/2024

Life insurance is more than just protection; it's a crucial part of a strong financial plan. It can help you secure your loved ones' future, provide peace of mind, and build wealth over time. Empower yourself with the right financial strategies—let’s talk about how life insurance can fit into your plan. Contact me to get started!

If you feel stuck because your paycheck doesn't seem to stretch far enough, you're not alone. Planning for the future ca...
09/18/2024

If you feel stuck because your paycheck doesn't seem to stretch far enough, you're not alone. Planning for the future can feel tricky when you're trying to meet your needs right now. Watch this video to learn some key tips to help you start the process of securing your future and reduce stress. For personalized guidance, reach out today to schedule a meeting.

Planning for the future can feel tricky when you’re trying to meet your needs right now. Learn some key tips to help you start the process of securing your f...

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395 N. Service Road #206
Woodbury, NY
11747

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