John Erwin has been helping successful professionals and their families to achieve financial independence for over 20 years. Distinguished by our focus on consultative advice, attention to each client's specific needs, and a comprehensive selection of product and services capabilities, our firm maintains an established position of leadership in the southeastern U.S.
As a partner in the Legacy Wealth Strategies team www.legacyws.com within Equitable Advisors, John is one of six financial professionals and three administrative professionals who collaborate as needed to ensure they give clients exellent advice and service. Their complimentary areas of focus include placing assets under management, tax strategies, retirement income planning, risk management, estate planning and benefits for small business/business owners. More importantly, they are all passionate about guiding Legacy's clients to achieve financial independence for their families.
For over 160 years, Equitable has been one of America's leading financial services companies based on their financial stability, innovative solutions and committment to clients' best interests. They currently have over $220 billion assets under management, 2.8 million clients and 4,330 dedicated financial professionals in communities all over the U.S. www.equitable.com
CFP®, CERTIFIED FINANCIAL PLANNER(TM), and CFP®, are certification marks owned by Certified Financial Planner Board of Standards, Inc, and are awarded to individuals who succesfully complete CFP Board's initial and ongoing certification requirements.