Equity Planning Group

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7035 Orchard Lake Rd
West Bloomfield, MI 48322
+1 (248) 932-4600
http://equityplanninggroup.com

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.

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