Contact Us
Send Us a Message
Please complete the Contact Form and we'll be in touch.
The data on this form is submitted and transmitted via a secure connection
-
1804 Financial Group
-
3141 Fairview Park Dr., Suite 250Falls Church, VA 22042
- Map and Directions
- Phone: 703-205-0312
- www.1804financialgroup.com
- Equitable Branch Office
-
3141 Fairview Park Dr., Suite 250Falls Church, VA 22042
- Branch Phone: (703) 205-0312
- Branch Fax: (703) 207-0942
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.