About Us

Our Mission Statement

Price Financial Services strives to add value by providing advice on any

financial decision your family is contemplating.

Our primary goals are to help protect, preserve and accumulate your Legacy assets.

We strive to get to know you, your family & beneficiaries so we can best fulfill your needs.

We perform due diligence, plan and invest today in your best interests to help you thrive tomorrow.

Our investment discipline is active and customized to your objectives and preferences.

We provide regular educational events to inform you as to changes in the world of finance.

We enjoy networking and social events to keep abreast with community, partners and foundations.

You benefit from over 25 years of training and experience in estate strategies and retirement planning.

Giving back to society is Price Financial Services’ number one priority.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Price Financial Services is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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