What we Offer
We provide expert financial advice. With over 20 years of experience we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on Broker to deliver.
We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.
Frequently Asked Questions
How much insurance coverage would I need to protect my family?
That is a very important question. We would have to do a needs analysis to determine the appropriate amount. Call us and speak to one of our specialist.
What type of plans do you recommend for retirement savings?
Every situation is of course different. However, most of our clients are either retired or close to retirement, so our solutions are low risk investments, designed to benefit from the gains of the market, but not the losses.
How would I go about planning for my retirement?
We have over 20 years experience providing expert financial advice.
A young, enthusiastic team of advisers are always here to help.
Our financial specialists ensure you get the optimum results.
Here’s what just some of our clients have said
Orland Copeland’s ability to take complicated and confusing insurance data and make it logical and understandable is a great asset. With his seemingly endless resources and dedication to his clients’ well-being and peace of mind, Mr. Copeland is a “God send.”I consider myself very lucky to have him in my corner.
Gary Seeley, PA.
Mr. Copeland has been a source of excellent information for my financial well being. He has a way of explaining options so they are easy to understand. I have been very satisfied with his helpfulness.
Joan Shipman, PA.
Thank you for taking time to improve my understanding of the benefits of life insurance. I now see it as an essential vehicle for building and transferring wealth. Not only did you educate me, but you helped me obtain adequate coverage at a competitive and affordable price.
Orlando Copeland, Vancouver, WA.
Request a Call Back
Would you like to speak to one of our financial services professionals over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how Equis Finacial can help your company? Send us an email and we’ll get in touch shortly, or phone 1 (360) 841-5187 between 08:30 a.m and 07:30 p.m, Monday to Friday — we would be delighted to speak.