Equitable Advisors, LLC

Jan 2025

Working with Equitable Advisors, LLC has been a nightmare. Everyone from our advisor to customer service (with the exception of Christopher)has been unprofessional, ill-equipped, and uninterested in doing right by the client. They have held our money hostage, and despite six months of trying to transfer funds and three months of persistent calls to expedite the process, we have made no progress.

Their customer service provides no meaningful insights beyond what’s minimally available on their website and they only handle papers via mail or fax which inevitably gets lost. My account closure request remains unfulfilled after 6 months, and their inability to verify...read full review

Jan 2025

Spam called me at work and hung up on me when I said I was not interested, and then called my fiancé seconds later. Disappointed as it seems like I got on some sort of call list. Extremely aggravating

Oct 2024

I had a disappointing experience with Sergio Jaramillo. He came across as unprofessional and offered unsolicited advice. When I mentioned that my family business was my grandfather’s, he suggested that I should give up on it and pursue real estate instead, stating that ‘everyone’ in the office was in real estate. I’m not sure what kind of ‘advice’ this company is aiming to provide, but it certainly wasn’t financial guidance—it felt more like unwelcome and poorly thought-out suggestions.