Maina, Grace

Equitable is a financial services company based in Dallas, TX, specializing in a range of investment and insurance solutions. The firm operates under the umbrella of Equitable Holdings Inc., which ensures a comprehensive approach to wealth management and financial security. With a focus on delivering tailored services, Equitable aims to meet the diverse needs of its clients through innovative financial products. The company's commitment to excellence is evident in its operations and customer service, positioning it as a trusted partner in financial planning. Generated from the website

SummitWealth Partners is a financial services firm based in Dallas, TX, offering a comprehensive range of services including financial planning, retirement planning, insurance planning, wealth management, investment management, and risk management. They provide personalized solutions to individuals, families, and businesses, helping them achieve their financial goals and secure their financial future. With a team of experienced professionals, SummitWealth Partners is committed to delivering exceptional service and tailored strategies that align with their clients' unique needs and objectives. They are affiliated with Equitable Advisors, LLC, a leading provider of investment and insurance products, ensuring access to a wide range of resources and expertise. Whether it's planning for retirement, managing investments, or protecting assets, SummitWealth Partners is dedicated to helping clients navigate the complexities of the financial landscape with confidence and peace of mind.Generated from the website