Above all, we specialize in simplifying the complexities of your financial life. Our expert advisors provide clear answers to financial questions for the people of the communities we live in and serve: no hard sell, no gimmicks; just sound financial answers, strategies, and products at a local Equity Bank branch with someone you know and trust.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Services
These are the guiding principles of Equity Financial Services Group. Serving clients at local Equity Bank branches in Kansas, Missouri, Arkansas, and Oklahoma, our advisors bring over 100 years of combined experience to you and your family. We get it. Life can often be so complicated and hectic that it leaves little time to ensure your financial house is in order.
We strive to not only connect you and your family with tailored solutions but to provide guidance in a trustworthy, low-stress environment. We're not in a corporate building on Wall Street. We're right here in your community. We never take commissions, and every member of our team is a salaried employee.
Whether you're in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that satisfies your long-term goals. Our advisors offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals.
Partnerships are important, but process is paramount. At Equity Financial Services Group, we keep our clients' best interests at the heart of our approach. As salaried employees of Equity Bank, we have no conflicts of interest or "one-size fits all solutions." Setting our independence to action, we listen to our clients' needs and concerns and develop a custom solution for each situation.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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