ESI | Equity Services, Inc. | ESI Broker-Dealer & RIA

Your Business.
Your Vision.

Equity Services, Inc. (ESI) is Your Broker-Dealer and Registered Investment Adviser

ESI is THE relationship-based firm. We deeply care about the success of our financial professionals. Their success is our success.

Advisor-Client relationships are the foundation of this industry, and ESI believes that building strong relationships with our financial professionals is just as important. ESI focuses on providing an advisor experience that is personal and exceptional.

Advisor Focused

At ESI, your voice matters. We work with you and welcome your input and feedback, whether you engage through our ESI Field Advisory Committee or by direct outreach to our leadership team. If you have an idea, we’ll have a discussion.

The ESI Operations team is focused on both efficiency and knowledge so that when you call, we’ll have answers. ESI's Compliance team believes in collaboration, listening intently, and working together to find solutions. ESI's solutions-driven Business Development team brings you sales and marketing resources to build the business you envision.

Unparalleled Service

We constantly strive to give our financial professionals the gift of time — whether it’s driving software integration or the in-depth knowledge of our associates, our financial professionals spend their time where it matters most — with their clients.

“I would never look anywhere else. We have relationships with everybody, whether it is the President of ESI or the President of National Life Group.”

– Tyler Degeneffe, ESI Advisor, Degeneffe Financial, Wisconsin

“The Equity Services, Inc. reputation is built on responsiveness and service.”

– John Keenan, SVP, Business Development & Sales

^{Let's Talk.}
Take the First Step.

Name

Email

Address

Phone

Message

Thank you!

Oops!

Your Business. Your Vision.