I have heard so many times I wish I could find an advisor who would look after my account like it is their own. This is exactly what I do. After meeting with the client, I write a...more
Rich Norkum, CFP®, CDFA, CFS, RFC, has spent 22 years helping people create a retirement plan designed to generate an income stream for life throughout the Carolinas. He specializes...more
I bring the best practices in financial planning and investment management to my clients, and build long-term relationships based on helping them achieve their personal goals. My objective...more
Mission statement As an investment advisor for almost 20 years, I have had the honor to assist many people in accomplishing their dreams and goals. This is truly what gives me purpose...more
Whether you're a big company or a small one, a new company or an old one, we help bring benefits to you and your employees. We'll match you to the best providers, whether its Fidelity...more
Matthew Kocsis is a Registered Representative and Investment Adviser Representative of Equity Services Inc. Securities and investment advisory services are offered solely by Equity...more