Equity Planning Group

Equity Planning Group

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SerdenID : PRO-20260305-32413

About Company

Equity PG is an independent, diversified financial consulting firm that provides personalized financial planning and wealth-management services for individuals, organizations, and corporations. Equity PG specializes in retirement strategies and employer-sponsored retirement plans while also offering investment management, insurance, estate-planning, and tax-aware financial planning; the company emphasizes hands-on, client-focused service, employee education, and helping clients build long-term, cost-effective solutions to improve their financial confidence (sources: Home and Services).

Service Category

Financial Planner

Area Served

Toledo

Contact Info

Address

4041 W Sylvania Ave # 200, Toledo, OH 43623

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