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5 S Wenatchee Ave, Suite 210
Wenatchee, WA 98801
Phone:
  • (509) 665-8349
Fax:
  • (509) 550-7025

Flipbooks

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Calculators

You can review interesting calculators on my site.

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Contact Us

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                             Joel Frank

                   President 

Welcome to the Equilus Financial Group, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created our site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the potential value of working with professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are.  We hope you take advantage of the information and resources and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Equilus Financial Group, Inc. Event Presents "The Real Business Series"

 

 

 

 

We believe everyone deserves to know what financial options are available to them and how those options relate to their present and future goals. We are offering free educational workshops, questions are welcomed and encouraged. We know well informed financial decisions develop a better understanding to our clients, in response we have built our company based on educating our clients and customizing their financial strategies toward their goals.

We are in the process of developing free workshops, on a monthly basis, in the Pacific NW area. Please check our calendar for updates and currently scheduled workshops. If you would like to sign up for a workshop please call to pre-register.

Pre-Register for any workshop by calling (509) 655-8349. We will make sure you are signing up for the workshop that is right for you!


 - Sales presentation-

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