The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
Keith A. Onto, CFP®, ChFC, MBA
CERTIFIED FINANCIAL PLANNER™
By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.
My primary focus as a financial professional is in estate planning strategies, where I work with successful individuals who are looking to preserve as much of their hard-earned assets as possible. My familiarity with current tax laws and my experience working with other professional advisors, such as attorneys and accountants, enables me to create plans to help my clients better manage their estate tax liabilities and preserve assets for their heirs.
My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.
Once you've decided upon a strategy that meets your needs and that you are ready to put into action I'll go over your options, helping you select a combination of products and services that make sense and suits your goals. Over time, I'll follow up with you to make sure things are on track and proceeding according to plan.
Equitable Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:
Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.Thanks for visiting.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.