Broker Check

Michael Stone, CLU, ChFC 

Mike Stone has worked in the financial services industry for over 33 years. He has an extensive background in helping small business owners and successful individuals reach their financial goals.

Mike is a Chartered Financial Consultant, Chartered Life Underwriter, and Investment Adviser Representative of Equity Services, Inc.

Mike lives in Glenview with his wife Diane, daughter Danielle, son Nick, and bichon shih tzu Oreo. Mike holds a Bachelor of Science in Speech from Northwestern University where he played varsity golf for four years. In his spare time, Mike enjoys spending time with his family, working out, and playing golf.

Michael T. Stone, CLU, ChFC, is a Registered Representative and Investment Adviser Representative of Equity Services, Inc, and offers securities in Illinois. He is also insurance-licensed in Illinois.

Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through life's transitions. 

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

<strong>Welcome to the family!</strong>

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<strong>Your goals are our goals.</strong>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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