Glastonbury, CT Office

Team
Updated today
ESI Financial Advisors logo

ESI Financial Advisors

Enterprise

Firm-wide stats for ESI Financial Advisors

Total advisors

508

Across 161 offices

Clients per advisor

23 Very Low

Avg AUM per client

$221,971 Very Low

HNW client ratio

26% High

About

Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting and asset management to individuals, corporations, trusts, estates, charitable organizations and employer retirement plans. The firm is dually registered as a broker‑dealer and an SEC‑registered investment adviser and makes advisory programs available through a network of investment adviser representatives.

EFA offers multiple advisory platforms and frequently uses third‑party asset managers and model portfolios (including Fidelity FIWA-based Illuminations, American Funds retirement solutions, AssetMark, Saratoga, Schwab Retirement Advisor Services, and SEI), combining predominantly long‑term strategies with the option for shorter‑term trading and specialized instruments. Many client programs require client authorization for trading or are managed on a non‑discretionary basis — as of 12/31/2025 the firm reported roughly $1.6 billion in non‑discretionary assets versus $1.1 billion in discretionary assets — while other programs grant discretionary authority to third‑party managers.

Compared with many large advisers, EFA’s broker‑dealer activities and affiliated insurance relationships create a meaningful commission and revenue‑sharing component to its business: the firm sells affiliated and unaffiliated mutual funds, annuities and other products, receives commissions and 12b‑1 fees, and receives payments from Strategic Partners and product sponsors. The firm also disclosed and settled an SEC matter in 2019 related to mutual fund share class selection, reflecting the operational overlap between its advisory and brokerage activities.

Based on ESI Financial Advisors

Expertise

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning

Based on ESI Financial Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on ESI Financial Advisors

Location

120 Hebron Avenue, Suite 2 B

Glastonbury CT 06033

Advisors at this office

5

Advisors at this office

user avatar

Martin T

Series 63, Series 66

Glastonbury, CT

Equity Services, inc.

Martin Trehub is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Equity Services since 2002 and also has longstanding roles with National Life of Vermont and MetLife/National Financial Services. Outside of his advisory work, he is an active watercolor painter who participates in art shows and sells his paintings. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

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

Maria C

Series 63, Series 66

Glastonbury, CT

Equity Services, inc.

Maria Conlon is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior firms include National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Outside of her advisory role, she is involved in youth and nonprofit basketball organizations as a coach and owner, and holds a partial ownership stake in a local pizzeria. Equity Services, Inc., doing business 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 using third-party asset managers and model portfolios, combining long-term 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
user avatar

Kyle V

Series 66

Glastonbury, CT

Equity Services, inc.

Kyle Voiland is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at ALDI Inc. from 2006 to 2018. Outside of his advisory role, he is involved as an insurance agent and partner in local financial and insurance-related business ventures. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently working with third-party asset managers and model portfolios, and combines long-term 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
user avatar

Thomas B

Series 66

Glastonbury, CT

Equity Services, inc.

Thomas Bailey Jr. is a Series 66-licensed financial advisor with Equity Services, Inc. in Glastonbury, CT, where he has worked since 2001, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in the occasional purchase and sale of antiques and artwork as a hobby. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, often 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
user avatar

Randall M

Series 63

Glastonbury, CT

Equity Services, inc.

Randall Macgovern is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Glastonbury, CT. He holds a Series 63 designation and has 35 years of industry experience, including 19 years at Equity Services. Outside of his advisory role, he is involved in insurance sales and holds responsibilities as an investment-related agent at Maffe Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with both discretionary and non-discretionary client programs.

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