Let's face it, talking about money isn't the most fun. That is unless you just won the lottery and…read moreare trying to figure out what to do with it all. Well, whether you just won the lottery or you are just a normal guy like me, this place has been so great to work with. I started working with them right before the birth of my son to make sure I had my money in order to set him up right from the start. Not only have they helped me do that, but my advisor Danielle, has also helped get my and my wife's finances in order so we are all set up for success. What I love about this company is that there is no pressure from the advisors. They essentially make sure that I am in good shape and don't push to do more or get into anything without explaining all of the pros and cons. Right now, I am very happy with my experience with Equitable.

Did not enjoy my time at EA Thought they were limited in the…read moreservices offered And had no answers to problems posed

Extremely professional, responsive and knowledgeable. They were able to guide me in multiple areas…read moreand provide sound advice​

Really pleased with the customized advice and guidance I received from this firm. I'm also…read moreimpressed with how thorough their advice is. I'm certain that I have a financial plan that will protect my family. I highly recommend Wilcox Financial.

I really enjoy the classes they offer (which are all free!). The staff from Mass Mutual/The…read moreEstablishment are great and very informed and are open to questions and staying afterwards to assist those who need a bit more personal assistance. Young or Old, if you are looking to get/keep your financial planning and future on track, check out these services

I've been trying to find things to do after work, where I can stay home and still be social during…read moreCOVID-19. The Establishment has been offering presentations via Zoom. I signed up for the Wine and Investing 101. The classes are free. Dan presented on the wine, Tim presented on investment, and they were both great. They worked with a Zoom meeting and made it interesting and engaging. I wrote down many notes during class on both topics. The class got me excited for wanting to take a more active role in my investing and future, as everyone should. I will definitely be taking more classes in the future. I took off a star because they kept emailing and texting me before the class incessantly, reminding me that I had signed up. When I sign up for something, I don't need 20 different reminders in various forms. One reminder the day of would have been sufficient. The weeks leading up to the event reminders were not needed, or appreciated.

Good advice and guidance. Reasonable fees. Access to an excellent research department. Wide…read morerange of funds and options

wont speak to you in person, and when u catch on to their sketchiness they drop you as a client…read more dont let them handle your money. lol