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Our Firm
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Kanter Associates is a full service insurance and financial services firm. Our associates can help with insurance needs, investments,* executive compensation strategies, employee benefits, as well as with business continuity and estate planning strategies. Retirement Planning, Estate Planning Strategies, Fringe Benefit Planning and Investment* Strategies are among our specialties. Our network of professionals includes insurance underwriters, financial advisors, attorneys, actuaries, CPA's and our Broker/Dealer, Equity Services, Inc. Professional Specialties: Products and services provided through: National Life Insurance Company, a dynamic and growing financial services organization offering a comprehensive range of life insurance, annuities, financial and retirement planning products, as well as pension design and administration, established in 1850 in Montpelier, Vermont. Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont. Sentinel Companies, serving the needs of investors since 1934, Montpelier, Vermont American Guaranty and Trust, offering complete personal trust and custody services since 1914, Wilmington, Delaware. *Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, One National Life Drive, Montpelier, VT 05604 (802) 229-3900. Kanter Associates, American Benefits Group and American Guaranty & Trust Company are independent of Equity Services, Inc. All other entities are affiliated with Equity Services, Inc. Kanter Associates is insurance-licensed to do business in AZ, CA, CO, FL, GA, IL, IN, KS, MI, MO, NE, NC, OH, OK, PA, SC, VA, WI ** Long Term Care and Disability insurance are available through one or more insurers who provide these types of insurance contracts. Long Term Care and Disability insurance is not underwritten nor issued by National Life Insurance Company or its affiliates. |