Equity Advisory Group
When it comes to selecting a financial management team, it’s important to choose a company with experience and a reputation you can count on. But it’s the relationships and the experience that you will have working with us that counts the most. At State Financial Services we specialize in making our clients’ experience memorable, simple and financially rewarding because above all things, we take it personally.
Our experienced advisors are trained to guide you through every element of the process to ensure that you are confident and clear. We are always able to answer your questions, take the time to listen your needs and assist you with your plans for your financial future. We value you and look forward to helping you to secure your financial future and become another client for life!
Michael F. White MFA, CRMS, MMB, CEMA
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Retirement Planning and Wealth Strategy Division
Our firms is more than helping troubled families avoid foreclosure or helping you in obtaining mortgage financing. We are about helping people like you, the homeowner, the business owner and how we can provide you direction, confidence and capability with strategies that will empower you with the tools to build a family legacy.
Our complete asset and liability management solutions are delivered through a unique process. Our approach, The True Wealth Transformer™ which provides total balance sheet management services, retirement planning and asset protection to ensure our clients’ liquidity, safety, and rate of return are secured. Our aim is to optimize resources, protect opportunities and empower our clients to leverage and create true wealth.
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State Financial Services,
Inc.
Equity Advisory Group
Toll Free: 800-882-5062 ext. 212