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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

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

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.

More Newsletters →

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Contact Info

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