Glastonbury, CT Office

Team
Updated today

Client AUM

$2,640,786,290

Clients

11,897

Advisors

5

Of 507 advisors across 160 offices

Location

120 Hebron Avenue, Suite 2 B

Glastonbury CT 06033

Advisors at this office

5

Advisors at this office

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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
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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
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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
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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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