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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

If Inflation Is Low, Why Are Prices High?

Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

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For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

“I’ll Do It Later” — Why People Procrastinate

Procrastination can have far-reaching effects on important activities and decisions, such as saving for retirement.

Can Small Companies Benefit from Big Data?

Some of the ways business owners are using data to help improve business efficiency and customer interaction

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Contact Info

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