Legacy Insurance & Financial Services

Your Future. Made Easier.Nelson Financial Group is proud to offer several services to our agents and agencies. This is a non-exhaustive list of services we offer and is something that we are committed to updating based on your needs.Our portfolio of products include: Our Services include: Advanced Case Design Case Management Quick Life Quotes Pre-Underwriting Services Annuity Illustrations Concierge ServicesPlease check out our website for more information or give us a call. Our commiment is to YOU.We provide quality support and never stop looking for ways to provide you with the best tools to support your business.

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

At Paritae Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Salt Lake City, UT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.