Alan Sasson - Raymond James

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Equity Planning Group Inc. is an independent Registered Investment Advisory firm based in West Bloomfield, MI, that has been providing investment and insurance solutions since 1985. Founded by Nate Goldberg, a Certified Financial Planner, and supported by his son Scott, the firm focuses on delivering personalized financial guidance while maintaining a fiduciary responsibility to prioritize clients' best interests. The firm offers a comprehensive range of services including investment management, life and disability insurance, and annuities, with portfolios tailored to each client's time horizon and risk tolerance. Emphasizing a value-oriented investment strategy, Equity Planning Group Inc. caters to individuals, retirees, small business owners, and corporations, enabling them to achieve their financial goals efficiently and effectively. Generated from the website

Bank of America, located in Southfield, MI, offers a comprehensive range of financial services including personal banking, credit cards, home loans, and auto loans. The bank also provides tailored solutions for small businesses and wealth management, ensuring customers have access to the resources they need to achieve their financial goals. With a focus on security and convenience, Bank of America enhances customer experience through its mobile and online banking applications, featuring customizable alerts and easy access through biometrics. The bank's commitment to helping clients save on banking fees and offering competitive rates is evident in its Preferred Rewards program and various financial products. Generated from the website