Adam Phillips, Financial Consultant

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United States
Buffalo, NY
Adam Phillips, Financial Consultant

Everyone deserves a chance to reach their dreams. I look to help individuals get there through my expertise in finances. Equal Opportunity Employer – M/F/D/V.

I measure my success by the financial goals I help my clients obtain, as well as the level of comfort I provide. NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-

party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

06/20/2022

Expenses incurred when you have children can be overwhelming. This article from Equitable offers some suggestions to help you plan for big ticket items, such as childcare and education. For guidance and support, you can contact me on designing a savings strategy to help tackle those major milestones. 20 Milestone Content Financial Planning for Your Growing Family Expenses incurred when you have children can be overwhelming. This article from Equitable offers some suggestions to help you plan for big ticket items, such as childcare and education. For guidance and support, you can contact me on designing a savings strategy to help tackle those major milestones. GE-4733172.1(5/22)(Exp.5/24)

03/17/2022

Happy St. Patrick’s Day! Hoping your day is filled with lots of good fortune!

03/16/2022

Happy Purim! Wishing you and your loved ones a joyful holiday!

03/08/2022

As the conflict in Ukraine continues, outlooks for the economies in the United States and Europe may differ. Read on.

02/17/2022

More than a dozen investment firms weigh in about potential market impacts in 2022 to inflation, changes in interest rates, Omicron and ESG, and offer ways to help ease some uncertainty, including asset allocation.

02/14/2022

To all our clients, we thank you for your support and business. Hope you have the sweetest Valentine’s Day!

02/08/2022

If you're becoming a parent, it's important to ensure that you'll be prepared to take care of your child no matter what happens. Learn how getting life insurance can help.

Image source: Getty Images According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over

12/24/2021

Merry Christmas to you and your loved ones! Wishing you a joyous holiday!

11/18/2021

Understanding your risk tolerance is crucial for determining the right investment strategy. Take this quiz to figure out your personal appetite for risk, so you can build an investment strategy that will work for you.

Young woman hugging her pink piggy bank. DavidPrado - stock.adobe.com The goal of the stock market is to put money into the companies you think will

09/15/2021

For our clients, colleagues and everyone observing Yom Kippur, we hope you have an easy fast and wish you “Yom Tov.”

09/12/2021

Happy Grandparents’ Day! Following a challenging time that kept most families separated, we wish you a wonderful day spent with loved ones and getting extra hugs.

09/10/2021

At Equitable, we believe happiness is something you can plan for. Together with a trusted financial professional, we can help you move ahead with confidence through all life’s moments with strategies and products today that can help plan for all of your tomorrows. https://eqtble.co/38NyEXV

Address

350 Essjay Road Suite 300
Buffalo, NY
14221

Telephone

+17166262506

Website

https://www.linkedin.com/in/adamcphillips-equitableadvisors/

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