The Business Strategies Group of Southern California
Wherever your business is in its lifecycle, our team of financial professionals can help you optimize your success. Our coordinated, comprehensive services bring you access to knowledge, competitive markets and strategies all through one organization. This saves your company time, resources and creates consistency. Maximize the financial opportunities for your business, your employees, your key people and yourself by using our unique consultative approach to do it your way.
Get to Know The BSG of Southern California
The BSG of Southern California is a team of financial professionals formed to work with closely held businesses. Every day, we speak to business owners like you. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans.
We listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, we work closely with you and your financial team to prioritize and implement strategies that build value.
- Business Continuity and Succession Planning
- Executive & Employee Benefits
- Company Retirement Plans
- Estate and Legacy Planning Strategies
The Business Strategies Group is a division of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN)
Why work with a financial professional
We understand that wealth management is about more than just money. It’s about appreciating who you are and what you want in life. And while it can be challenging to put a plan together for the future, you don’t have to do it alone. Our financial professionals will work with you to design a comprehensive, personalized financial strategies that fits your goals today and your vision of tomorrow – in a true collaboration of our efforts. In the end, we’ll help you build a fulfilling future, your way.
Equitable Advisors supports your financial practice
When you join Equitable Professionals, you’re in control but not alone. You bring your ambition, and we provide the support to help you achieve long-term success. Our supported independence model means you can focus on your clients and your business the way you envision. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want.
Our offices
Orange County
2050 Main Street, Suite 500, Irvine, CA 92614
Los Angeles
5700 Wilshire Blvd, Suite 120A, Los Angeles, CA 90036
San Diego
4370 La Jolla Village Drive, Suite 400, La Jolla, CA 92122
Woodland Hills
6300 Canoga Ave, Suite 1600 Woodland Hills, CA 91367
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.