Will you be able to retire and maintain your standard of living?
Equitable provides a tailored approach to individual retirement.
Will your family be Ok if something happens to you?
We offer insurance solutions that can reduce the risk of financial disruptions.
Are your advisors doing their best for you?
With Equitable's retirement and financial services for individuals, families, and businesses, we put our client's interest first.
We follow a 5-step financial planning process.
Our custom investment plans, including advisory services, are designed around your specific needs, goals, and tolerance for risk.
JD Hartman of Equitable Advisors/Signity Financial focuses on sustainable responsible investing and provides forward-thinking financial strategies in line with client values. Founder and Managing Partner JD Hartman has worked in the financial industry for nearly forty years - much of this time was spent in New York City as the Senior Managing Director of the Wall Street investment bank Lebenthal & Co. In addition to his business responsibilities, JD is a community leader with subject matter expertise in cooperatively owned businesses. He is past-Chair of the Lexington Food Coop, and he is the current Board Chair of Urban Roots Cooperative Garden Center in the Five Points neighborhood of Buffalo. JD serves on the Board of the Pollinator Conservation Association, and he is an active member of the Western New York Sustainable Business Roundtable
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Signity Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.