About Us

Our Team | Our History | Mission & Code of Conduct

 

Our Mission

We provide Life Enhancement Programs™ that are effective and energizing ways of transforming the personal and financial lives of our clients. To ensure our success, these relationships are built on providing outstanding value and service today and into the future.

Our Code of Conduct

  • We are trusted advisors and we value that trust.
  • We are energetic, positive, excited and willing to go the extra mile.
  • We treat our fellow associates and our clients the way we would want to be treated.
  • We greet everyone with a smile and offer to help when they come in or call our office.
  • We have integrity; we do the right thing even when no one else would know the difference.
  • We are always promoting and selling Equity Concepts North at every opportunity.
  • If it’s important to the client, it’s important!
  • We say "Please" and "Thank You" when communicating with our clients.
  • We respect that people are busy, therefore we show up on time and prepared.
 

8 Sheraton Drive • Altoona, PA 16601
Phone: (814)940-8322 Toll Free: (888)735-8037 Fax: (814)940-8323 Email: info@equitynorth.com

Securities Offered Through Cambridge Investment Research, Inc., Member FINRA/SIPC
Advisory Services Offered Through Cambridge Investment Research, Inc., A SEC Registered Investment Advisor.
Cambridge Investment Research, Inc. does not offer tax or legal advice.
Equity Concepts North and Cambridge Investment Research, Inc. are not affiliated companies.

This site has been published for residents of AR, CO, FL, MD, MN, NY, PA, and VA. All information herein has been prepared solely for informational purposes,
and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy.