Shane M. Hernandez

Financial Professional at Equitable Advisors

Role
Financial Professional at Equitable Advisors
Location
Morristown, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shane M. Hernandez

I\'m a financial professional working with individuals, business owners, and corporate…

Experience

  1. Financial Professional

    Equitable Advisors

    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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Shane M. Hernandez — Financial Professional at Equitable Advisors in Morristown, NJ, US | Unifers