Equitable Advisors provides financial services for all stages of life.
Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you and how you’ve made decisions so far. From there, we offer financial strategies that helps you make smart choices and guides you toward a personalized strategy and a financial portfolio designed to help you live your life with confidence. Only then do we offer specific products that best fit your plan — and your life.
Whether you run a business, have a family, or just need financial guidance for yourself, we can help design a strategy that can adapt to your changing needs and the evolving life you live.
Average Rating: 5 / 5 (27 Reviews)
1 Review
I have known V for a number of years, both professionally and personally. He is extremely knowledgeable regarding financial planning and planning for retirement. He is able to explain the complexities of the financial world in easy to understand language. He is always so helpful. In addition, V is very trustworthy. I highly recommend V for investment management and for planning for your future.
1 Review
I began working with V a few years ago. During our first consultation, I realized how knowledgeable he was and the value he possessed. V has been a pleasure to work with and he has helped my wife and I get on the path to financial freedom. I can't say enough good things about him. Highly recommend.
1 Review
I had been talking with my husband for several years about finding a financial planner as we get closer to retirement. He has been hesitant as we had done pretty well on our own. I was introduced to V through a financial education series. I was very impressed, so my husband agreed to meet with him. My husband was so impressed that within 5 minutes of leaving our initial consult he agreed to work with Elevated Retirement. Elevated retirement offers a full menu of services. V is highly knowledgeable in all aspects of retirement, from investing to estate planning. He has already saved us thousands of dollars in estate planning! We highly recommend Elevated Retirement! This company can assist you with your financial goals regardless of where you are in your plan! Highly trustworthy and it’s such a relief to know we have someone to manage our finances so we can enjoy retirement!
1 Review
V was recommended to us by a friend, and he has surpassed all expectations. He has been extremely helpful in setting up our retirement funds, life insurance, and work retirement funds. He gets back to us quickly with any questions we have as well as keeping us updated on our investments. I would highly recommend him to anyone that needs a financial advisor.
1 Review
I was referred to Elevated Retirement by two friends and I have not regretted my decision. Vinicius "V" Hiratuka, the owner agent is professional and personable. His rate is easy to calculate and understand, and he has no hidden fees, which means we have no surprises. Not only did he help my wife and I consolidate our various retirement accounts, he sent us the paperwork, told us where to sign, and took care of every step of the transferring transactions. Through out our professional relationship, "V" has regularly reached out to my wife and I through email and text messages. "V" gave an easy to understand picture of where we were currently financially and then helped us develop a plan and correct steps to take to move us forward in our financial security. "V" even sent us a message about the upcoming stimulus package with suggestions on how to use the stimulus to complete some of our financial goals that "V" helped us set. WE believe that "V" truly wants our family to succeed. If you want a retirement planner who is professional, personable, and accessible, then "v" at Elevated Retirement is the man for the job.
