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Equinox Financial Partners DBA Logo

1000 Woodbury Rd, Ste 300 Woodbury, New York 11797


Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.  This is done through tax advantaged planning and an up-to-date knowledge of financial products. With over 200 years of combined experience, EFP was established for the purpose of helping businesses and individuals who have unique situations requiring focused personal attention on an ongoing basis.

The members of Equinox Financial Partners take a hands-on approach, working together with clients to prepare a plan that considers their own special needs, goals, time frame and risk tolerance.  The combined experience of the partners and their knowledge of a wide-range of products and services allow them the ability to provide top-quality financial strategies to help clients enhance, protect and preserve wealth.

Our focus is working with high net worth individuals and professionals, mid to large closely held companies, thoroughbred owners & breeders,  Veterinarians,   Dentists, athletes & entertainers and family businesses. 

Equinox Financial Partners is happy to work as part of a coordinated team of professionals (Attorney, CPA, etc.) to help clients address their financial needs.

Newsletters

Balancing Foreign Trade

The key dynamics behind the U.S. trade deficit including trade issues with China and international trade agreements.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

More Newsletters →

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Contact Info

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