20th Street,

Camas, WA 98607

1 (360) 841 5187

Welcome to Equis Financial - Helping Families Protect their Future.
27th June 2017

20th Street,

Camas, WA 98607

1 (360) 841 5187

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Expert Insurance & Retirement Advice

With over 20 years of combined experience we’ll ensure
you always get the best guidance.

Our Services
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Choosing the Right Product

We have a variety of products that can support
your plan as you prepare to retire.

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Friendly Assistance

We’re famous for our friendly, personal help
with every area of your financial affairs.

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Right Place; Right Time

We put you first, because we understand
how important this is to you and your family.

Our Services
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Financial Planning

We understand you’re saving for all different life events: retirement, a house or simply to build wealth.
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Bonds

Bonds are a good pick as part of a diverse investment strategy – they offer solid growth in the long-term.
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Retirement

No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension.

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.
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About Us

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?

 

Helping Small Businesses just like yours

25

Employees

3

Locations

100

% Satisfaction

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Why Choose Us?

Experienced

We have over 20 years experience providing expert financial advice.

Vibrant

A young, enthusiastic team of advisers are always here to help.

Professional

Our financial specialists ensure you get the optimum results.

Testimonials

Here’s what just some of our clients have said

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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.
satisfied client

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.
orland

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.

Our Partners

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.

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