Since its founding in 1968, Equity Services, Inc. (ESI) has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's products and services are designed to form the critical foundation required to implement sophisticated planning and investing strategies which take advantage of today's opportunities while seeking to manage risk.

As a member of National Life Group®, ESI is part of a diversified family of financial services companies providing investment professionals a comprehensive portfolio of financial products and services.  ESI is a Broker-Dealer and Registered Investment Adviser affiliate of National Life Insurance Company – a diversified financial services company with roots going back to 1848. Since that time, the affiliates of National Life have adhered to guiding principles of quality and integrity - elements essential to its corporate character today. 

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org), Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, Vermont, 05604, 802-229-3900.  National Life Group is a trade name representing various affiliates, which offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. 

TC66814(0915)

Insurance

Investment Management

Equity Services, Inc.

Equity Services, Inc.'s headquarters in Montpelier, VT, United States

This department focuses on identifying and pursuing growth opportunities to drive revenue and expand market presence.

Business Development

The Registered Representatives and Financial Planners team at Equity Services, Inc. (ESI) specializes in providing personalized investment and advisory services to clients. This team is responsible for developing tailored financial strategies, offering investment products, and managing client portfolios with the goal of optimizing returns while mitigating risks. By leveraging their expertise, they assist clients in navigating the complexities of today's investing environment and in achieving their long-term financial objectives.

Registered Representatives and Financial Planners

This department provides financial guidance and planning solutions to clients.

Financial Services

This department provides financial guidance and investment advice to clients, focusing on asset management and strategic planning.

Investment Advisory Services

This department oversees and ensures adherence to regulatory standards and internal policies within the organization.

Compliance Department

The Business Development Team at Equity Services, Inc. drives growth and strategic expansion initiatives by identifying new business opportunities, fostering relationships with potential partners, and enhancing the company's product and service offerings. The team, comprising roles such as Associate Vice President, Senior Vice President, and Business Development Coordinator, collaborates to implement strategies that increase market presence and align with the company's commitment to quality and integrity in the financial services sector.

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Other teams

Registered Representatives and Financial Planners

Financial Services

Investment Advisory Services

Compliance Department

Business Development Team