Plymouth, MI North Sheldon Road Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

3

Of 4,620 advisors across 967 offices

Location

9440 North Sheldon Road

Plymouth MI 48170

Advisors at this office

3

Advisors at this office

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Michael R

Series 66

Plymouth, MI

Equitable Advisors

Michael Roberts is a financial advisor with Equitable Advisors in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and acts as a personal representative and conservator in family-related matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph B

CFP®, Series 66

Plymouth, MI

Equitable Advisors

Joseph Binder is a CFP® professional with 20 years of experience in the financial services industry. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of his advisory role, he serves as a trustee for multiple family and non-family trusts. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jacob N

Series 66

Plymouth, MI

Equitable Advisors

Jacob Newman is a Series 66 licensed financial advisor with Equitable Advisors, located in Plymouth, MI. He has one year of industry experience and previously worked at Fidelity Investments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary advisory solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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