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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

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

Balancing Foreign Trade

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

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

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Calculators

Impact of Inflation

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

Car Affordability

How much can you afford to pay for a car?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

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