About Us

Our Mission Statement

Price Financial Services strives to add value by providing guidance 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 (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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