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Customized Financial Strategies

Customized Financial Strategies

We create personalized financial strategies tailored to your individual needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

We have the knowledge and experience to guide you through life’s milestones.

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Value-Based Firm

Value-Based Firm

We strive to serve you by developing long-term relationships built on honesty, integrity, and service.

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Financial Strategy: It's In Our DNA

Equitrust Financial Group, Ltd. is a financial services firm founded in 1989 by Steven Hyman and Charles Noparstak.  At Equitrust, we take pride in our independence and offer comprehensive investment management and financial strategies without proprietary products.  We conduct our own research and recommend investments most appropriate for each client’s unique situation.

Our Mission is to build strong relationships and provide excellent personal service. We invite you to review all the educational material on our website. If something prompts a question, please call our office, send a quick email, or Contact Us!

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Our Three-Step Process

Assess

Assess

Review your current financial situation as well as gather information about your personal goals.

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Build

Build

Finalize and execute your individual financial plan tailored to your needs.

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Nurture

Nurture

Comprehensive financial management including ongoing portfolio reviews and exceptional customer service.

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Meet Our Advisors

Weekly Blog

Resource Center

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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Schedule a Consultation

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