Financial Services

As a Registered Representative of Equitable Advisors, LLC I provide financial services and products. These products & services are not related to the tax and accounting services provided by Rick Felling, CPA. The financial tools on this web-site are provided as a courtesy to clients of Rick Felling, CPA and are not provided by  Equitable Advisors, LLC.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Ivestment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network Insurance Agency of California, LLC.

For more information on Financial Services and Products please call Rick Felling at (714) 994-1415.