Jeff Poole, CFP, MBA, Financial Consultant

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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

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Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independenc...
07/04/2026

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

I have just been awarded the Equitable Advisors Hall of Fame award! This is one of the longest standing awards (60+ year...
03/31/2026

I have just been awarded the Equitable Advisors Hall of Fame award! This is one of the longest standing awards (60+ years) that shows the dedication an advisor has to their clients as well as their company. "Never in all the proud years of Equitable Advisors future, will these names be lost from memory" is the motto.

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Yea...
12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

Happy Holidays! We wish you and your family joy and happiness.
12/22/2025

Happy Holidays! We wish you and your family joy and happiness.

Wishing you a day filled with gratitude this Thanksgiving!
11/26/2025

Wishing you a day filled with gratitude this Thanksgiving!

11/11/2025
Autumn, the season of transition, has arrived. It’s a good time to review your current situation to ensure you’re on tra...
10/13/2025

Autumn, the season of transition, has arrived. It’s a good time to review your current situation to ensure you’re on track for a fulfilling future.

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’...
05/09/2025

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

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77494

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Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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