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Brian Bickford, CFP®

Brian Bickford, CFP®

Senior Vice President

I am a firm believer that having a financial strategy or plan is pertinent for one’s financial success.  Whether the plan is for short term goals, such as liquid investments for a new home purchase, or long term goals like tax efficient retirement plans, having a set objective, time frame, and end result are key. 

In my tenure with Equitable Advisors, I have successfully helped individuals and small businesses implement plans to help them achieve their specific goals.  I would like nothing more than the opportunity to help you.  I have specialized my practice around the following:

Investments, Retirement Planning, Insurance, and Estate Planning Strategies.

My main goal is to be a resource for my clients.  If there is anything that I can assist you with, please do not hesitate to call or email and we can set up a complimentary consultation.