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Colleen A. Walsh- Equitable Advisors

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United States
Woodbury, NY
Colleen A. Walsh- Equitable Advisors

Using a holistic approach with a team of experts within various disciplines of financial planning, I advise on the cohesion of investments.

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). Equal Opportunity Employer – M/F/D/V. 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

05/12/2022

We have donated our time and over $10,000 to Island Harvest over the past 2 years. Today we celebrate the ribbon cutting ceremony of their new facility where they help to feed over 600,000 families on Long Island.

03/24/2022

Learn six alternative ways to think about money, its purpose and how to achieve what's most important to you. Contact me to help build a plan that focuses on the priorities in your life.

Personal finance can often feel like a very self-centered notion. It involves looking at one's own financial state and figuring out how to maximize that state, almost within a bubble. Most of the practices intended to improve one's financial state – frugality, better money management, debt reducti...

03/22/2022

Incorporating protection strategies in your financial plan can ease stress and help keep you on track to achieve your goals when the unexpected happens. Contact me to discuss. https://eqtble.co/3tdcpUY

03/17/2022

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

03/15/2022

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

03/08/2022

Happy International Women's Day! Proud to be a female in leadership

12/03/2021

Our annual team volunteer day was a huge success with over 17,000 pounds of food packed for Island Harvest and to be distributed across Long Island.

09/01/2021

Kicking off our District Olympics with a cold call competition! 64 appointments booked in two hours...Impressive!

05/25/2021

All smiles as we wrap up another successful month!

05/20/2021

As the housing market booms, you may considering buying a home. Before you make the move in a competitive market, here are a few things to consider.

Image source: Getty ImagesWith mortgage rates sitting at record lows, now's a great time to buy a home. Or is it? While mortgage rates may be nice and competitive, home prices are anything but. The median price of a home sold in December was $309,800. That's a 12.9% increase from the previous year.

05/13/2021

Want to retire as a millionaire? Consider these strategies that can help you maximize your retirement savings over the next several decades.

Everyone doesn't need $1 million for retirement. But you might, if you don't have a lot of guaranteed income sources after you've stopped working or think you'll have high expenses. Saving for this goal can seem intimidating. But with some planning, hard work, and discipline, it can be done. Here's....

02/25/2021

We’re excited that Equitable Advisors has been named as one of Glassdoor’s Best Places to Work for 2021 based on employee feedback provided through the platform.

Address

1000 Woodbury Road Suite 300
Woodbury, NY
11797

Website

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