Shane M. Hernandez
Financial Professional at Equitable Advisors
- Role
- Financial Professional at Equitable Advisors
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Shane M. Hernandez
I\'m a financial professional working with individuals, business owners, and corporate…
Experience
Financial Professional
Jan 2024 — Present · Morristown, NJ, US
We meet personally with clients to assess their financial situation in order to find a solution that brings security and possibility towards their ever-growing goals for short and long-term financial stability.We help clients achieve their desires in regard to financial planning decisions for retirement, education, day-to-day expenses, investments and any other future goals relating to financial stability of their friends, family, and themselves.We regularly meet with clients to assess how life changes such as marriage, job change, or the birth of a child will affect the client\'s financial plan and what can be done to ensure they stay on track.Lastly, we are licensed to help clients with a variety of services such as insurance policies, annuities, stocks, bonds, mutual funds, employer sponsored benefit packages, etc. to suite any type of financial need.
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