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Nicholas T

Series 63

Glens Falls, NY

Equity Services, inc.

Nicholas Taylor is a financial advisor with Equity Services, Inc. in Glens Falls, NY, holding a Series 63 designation and over 39 years of industry experience. He has been with Equity Services since 1987 and has also worked with Independent Brokers Associates since 1985. Taylor serves on the board of the Indian Grandstanders of Glens Falls, a nonprofit that supports local high school athletics. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that blend long-term investment strategies with options for shorter-term trading and specialized instruments, frequently utilizing third-party asset managers and model portfolios.

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

Series 63

Glens Falls, NY

Equity Services, inc.

Nicholas Taylor Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Glens Falls, NY, holding a Series 63 designation and 18 years of industry experience. He has worked at Equity Services since 2008 and also maintains longstanding roles with National Life and Taylor and Leonard, where he is involved in insurance sales and management. Additionally, he serves on the board of directors for the Glens Falls Independent Living Center. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for short-term trading, utilizing third-party asset managers and model portfolios.

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