About Us

  • Cooperation

    We work with our investors to set realistic financial goals.

  • Collaboration

    All transactions are processed through trusted brokers.

  • Confidence

    Strategies built with established financial instruments.

814
Active Engagements
39
Portfolio Options
155
Completed Audits
224
Broker/Dealer Partners

Client Satisfaction Rates

COVID-19 greatly disrupted the global economy and our clients, through our decision making, have benefited from the swift rebound of our financial markets. We leverage our proprietary financial analytics with accurate Wall Street data to provide solid investment strategies for producing positive returns in meeting the short and long-term goals of our investors.

These conservatively structured financial strategies separate us from other firms and during a recent satisfaction survey, Orion Equities & Securities' clients rated our financial guidance and services at an all-time high.

  • Financial Planning

  • Wealth Management

  • Tax Preparation

  • Compliance Auditing