Skip to main content
Equitable logo
Equitable logo
  • Home
  • About Us
    • Our Professionals
    • Equitable Advisors
    • Equitable Advisors and You
    • Services
  • Learning Center
    • Retirement
    • Life Insurance
    • Investing
    • Other Financial Topics
  • Working With Us
    • Strategies for Individuals
    • Strategies for Businesses
    • Extensive Provider Choices
    • 401K Information Request
  • Client Resources
    • Account Resources
    • Beneficiary Resources
  • Contact Us
    • Appointment Sign-up
    • Customer Service Contacts
    • Careers
    • Login / Register

The Business Strategies Group of the Rocky Mountains

Site Map

  • Home

    • Contact Form
    • Services
  • Associates

    • James Reese, CFP®, CLU
    • Mary Sue Kenny
    • Christopher Reese
  • Calculators

    • Loan Payoff
    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability
    • Estate Taxes
    • Cost of Retirement
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Retirement Portfolio Lifespan
    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility
    • Roth IRA Conversion
    • College Funding
    • Savings Goals
    • Savings Accumulation
    • Cash Flow Analysis
    • Lifetime Earnings
    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
  • Quote Requests

    • 401K Information Request

California Insurance License #: 0A99749 James Reese

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck