Time to Get Tax-Savvy: Managing Your Tax Burden

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, One National Life Dr, Montpelier, VT 05604, (800) 344-7437. All entities and individuals referenced on this site are independent of Equity Services, Inc. unless otherwise noted.

Steven Simon is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MD, NJ, NM, NC, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI.

Steven is also insurance-licensed in CA (insurance license 0541926) , AZ, CO, CT, DC, FL, HI, ID, IL, MD, MI, NJ, NM, NV, RI, TX, UT, VA and WA.

Steven A Simon, CLU, ChFC