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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Brett D. Bartlow

Financial Professional

(937) 395-3115

brett.bartlow@equitable.com

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who Equitable is; and to give you fast, easy access to market performance data.  I hope you take advantage of this resource and visit it often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update our information, and wouldn’t want you to miss any developments in the area of personal finance.

This website uses tracking technologies to enable our website functionalities, to enhance user experience or to analyze performance and traffic. We may also share information about your use of our site with our analytics partners. We do not sell your information or share it for purposes of cross-contextual advertising. For more details on the data we process, see our Privacy Policy.