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Thomas G

Series 66

Albany, NY

Equity Services, inc.

Thomas Gessick is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2018 and previously spent over a decade with Cssc Brokerage Services, Inc. and Cssc Investment Advisory Services, Inc. Outside of advising, he serves as treasurer for Altamont Community Tradition, Inc., a nonprofit focused on promoting historical and community activities, and is president and managing principal of T.M. Byxbee Company, CPAs, a certified public accounting firm. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses various third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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David M

Series 63, Series 65

Albany, NY

Equity Services, inc.

David Mysliwiec Sr. is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Life Group and Cssc Brokerage Services, Inc., among others. Outside of advising, he is a partner in a CPA firm and serves as treasurer for the Coalition of Fathers and Families NY, Inc. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term investment strategies and shorter-term options, often working with third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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