Welcome to Equitable Advisors - Vancouver WA!
Providing you a full suite of financial services and representing Equitable Advisors., in beautiful Vancouver, WA. I primarily serve all of Southwest Washington, and the Portland Metro area. But my services extend beyound to clients in other locations. I am licensed in multiple states to better serve you, including California, Arizona, Nevada, Idaho, Hawaii, and more. At Equitable Advisors we focus on helping our clients in the area of wealth management with emphasis on:
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Funding
- Business Protection & Planning
- Risk Management
- Asset Allocation
- Financial Education
- Peace of Mind
We offer a wide range of services to our clients helping them with their:
- Investments
- Retirement Accounts
- College Savings Accounts
- Annuities
- Life Insurance
- Health Insurance
- Disability Insurance
- Long Term Care Insurance
Glenn S. Wanner - MBA, CFP® 5+ years of experience
Check out my individual biography under -> “Contact Us” -> “Our Professionals”
Our GOAL is a Lasting Long Term Relationship with our Valued Clients!
We look forward to working with you.
HISTORY - Dedicated to client service since 1969. Our prior agents who supported Vancouver Washington and the surrounding community were:
Rudy Voitel - 1969 to 2005 (36 years) - now retired
Jack Mace - 1995 to 2015 (20 years) - now retired
Equitable Advisors and Equitable Life Insurance Company (NY, NY) are subsidiaries of Equitable Financial, Inc. which is part of the global Equitable Group, a world wide financial services leader.
California Insurance License # 0G49080