Serving the community since 1977.
Equity Enterprises and Equable Securities, were conceived to provide our clients with objective answers to their questions about investments, estate planning and tax planning. Since 1977, our brokers and agents have worked closely with the community in the metro Milwauke area.
Equity Enterprises specializes in estate planning; utilizing wills, trusts, and insurance products to meet the client’s needs. Equable Securities Corporation provides a full range of investment products.
In essence, our two corporations form a unique single entity, staffed by trained professionals who are dually licensed as registered securities representatives and insurance underwriters. Their experience and continuing efforts to keep abreast of product and investment development assure that your investment and estate planning needs will receive the quality attention you deserve.
Independence & Objectivity
Our company is independent, which allows us to freely select investment and insurance products from many different companies. Having this freedom leads to greater objectivity. Our Objectivity is based on our long time experience in the investment and insurance industry.
You work very hard for your money and certainly have a variety of needs and financial objectives. The collective experience we have gained over the years enables us to understand both the personal and financial side of our clients. Our service begins long before we meet you! We take time to understand the markets we serve and then match products to individual needs. Our Objectivity is a practical exercise in judgment that matches quality investments and products to the personal and financial needs of each client.
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