Equanimity Wealth Management
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- Built on the unique strengths of its founding members, James C. Trebilcock and Scott M. Danek, CFP®, CLU, ChFC, REBC, LIC, RHU, (www.linkedin.com/in/scottdanek) the firm serves the financial needs of both corporate and individual clients.Our Corporate Services include: Retirement Plans, Executive Plans, and Group Insurance.Our Personal Services include: Fee-based planning services, investment advice, offered portfolio management, retirement cash-flow modeling, and personal insurances.Our focus is your unique journey. Equanimity....find yours.------------------------------------------------------------------------------------------------------------Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.
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Headquarters:1400 Abbot Road Suite 390, East Lansing, Michigan, United States
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Phone Number: +1 517-324-1266
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Website: https://www.eq-wealth.com
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Employees:4
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Revenue:$0 - 1M
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Legal Name:Equanimity Wealth Management
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Equanimity Wealth Management's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Equanimity Wealth Management
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Where are Equanimity Wealth Management's Headquarters?
Equanimity Wealth Management's Headquarters are in 1400 Abbot Road Suite 390,East Lansing,Michigan,United States
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What is Equanimity Wealth Management's phone number?
Equanimity Wealth Management's phone number is +1 517-324-1266
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What is Equanimity Wealth Management's official website?
Equanimity Wealth Management's official website is https://www.eq-wealth.com
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What is Equanimity Wealth Management's Revenue?
Equanimity Wealth Management's revenue is $0 - 1M
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What is Equanimity Wealth Management's NAICS code?
Equanimity Wealth Management's NAICS code is 523930
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How many employees are working in Equanimity Wealth Management
Equanimity Wealth Management has 4 employees
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What is Equanimity Wealth Management's Industry?
Equanimity Wealth Management is in the industry of Financial Services
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Who is Equanimity Wealth Management's Owner?
Equanimity Wealth Management's Owner is Scott Danek