About Us

Products and Services

We are experienced professionals committed to delivering superior service and guidance. Below you will find a summary of the products and services that we offer and can assist you with.


  • Annuities
  • Life Insurance
  • Estate Conservation Strategies
  • Investments and Asset Management
  • Employee Benefits
  • 401K Rollovers 
  • IRAs
  • Managed Portfolios
  • Retirement Income Strategies 



We are able to offer a wide array of products and services from many different companies.


 


 

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0L33945

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Heritage Harbor Financial Associates is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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