Experienced Agents

Finding a local financial services agency that supports the development and advancement of your practice is rare. We can offer you the chance to become affiliated with a diversified financial group with a history that dates back to 1848, the year that National Life Insurance Company, Montpelier, VT was founded. 

In addition, Equity Services Inc., (ESI) operates as an Independent Broker Dealer with a Full Service platform giving you the best  of both worlds. You’ll have access to educational opportunities and market development support; furthermore, ESI offers a full suite of services that include brokerage, advisor assisted fee based accounts, and managed accounts. Combine this with the firm’s cutting edge technology and you’ve got a value proposition that meets all your investment service needs. 

Locally, we have the experience and expertise to help you enhance your personal business model, whether it’s dealing with individuals and families, business owners, or advanced markets. We believe in being in business for yourself, but not by yourself.

We understand the commitment you have made to your clients to provide prompt service, we’ll support your transition with onboarding specialists and priority care. We know how important it is to have your business up and running as soon as possible. 

Opportunity and development are more than just words to us. We believe the growth of the company depends on the growth of its people; we encourage all employees to continue the learning process as part of their professional development.