John Recine joined Equitable Advisors, LLC in 2024 after graduating from SUNY Plattsburgh with a degree in finance and currently holds his NY Life and Health License and FINRA Series 7 and 66 Registrations.
As a Financial Advisor, John is passionate about helping people develop their own personalized financial strategy plans. His supportive approach can help you make well-informed decisions about your financial future. John is excited to work with individuals, families, and small business to assist them in working towards their financial goals.
I help my clients keep more of their hard earned money, leverage assets to generate wealth, and transform their family legacy. The process does not need to be complicated. We simply set financial goals, institute a well-defined plan designed to meet those goals, and adjust the plan as needs change. Some of the key steps we incorporate along the way are equally simplistic in their approach. I assist my clients to become more knowledgeable, to make well informed decisions, and to form solid financial habits.
To this end, I am duly licensed, duly registered, and prepared to offer a number of individualized strategies that include:
• Investment services
• Retirement planning
• Estate planning Strategies
• Life insurance
• Education planning
• Long-term care Insurance