Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Michael Stone, CLU, ChFC

Financial Services Representative


Mike Stone has worked in the financial services industry since 1986. 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.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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.