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Equity Services Incorporated (ESI)

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Equity Services Incorporated (ESI)

Overview:

Founded in 1968, Equity Services Incorporated (ESI) is a broker-dealer and registered investment advisor affiliate of National Life Insurance Company – a diversified financial services company with roots going back to 1848. Since that time, the affiliates of National Life have adhered to guiding principles of quality and integrity - elements essential to its corporate character today.

As a member of National Life Group®, ESI has the resources to provide financial products and services that may be suitable for the many needs of our financial professionals and their clients.

ESI Financial Professionals

Many investors realize that the quality of life they will enjoy in the future is largely dependent on how they invest today. An ESI financial professional can help guide you through the investment process and provide ongoing support in financial decisions. Your ESI financial professional can draw on resources made available through ESI to help evaluate, plan, execute and monitor the progress of your financial goals.

Financial professionals affiliated with ESI can also access a variety of sophisticated software to keep them and you up to speed, including web-based tools that:

   * provide vital research and portfolio analytics
   * help keep you abreast of market changes and conditions
   * offer ongoing management of finances and
   * take a “snapshot” of your retirement preparedness and aid in directing your next steps.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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