Equitable Investment Center is committed to helping improve your long-term financial condition. Our personalized attention, along with a variety of financial products, can help conserve wealth, grow assets, and meet specific goals.

Our Commitment

The primary objective of our Investment Executives is to work with our customers as a trusted partner. Based on what is important to you, we plainly discuss appropriate options available, and provide friendly ongoing follow-up.

Contact us for a free financial review.

Market Snapshot

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2290 North Mayfair Road
Wauwatosa, WI 53226

Phone: 414.777.4126
Fax: 414.777.4189

Securities and insurance products are offered by Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Equitable Investment Center is a marketing name for Cetera Investment Services.

Investment products are: *Not FDIC insured * No bank guarantee * Not a deposit
* Not insured by any federal government agency * May lose value

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.

View Cetera Investment Services privacy policy and other important information.