Strategies with quantifiable goals; Portfolio Modeling, Asset Allocation, Life Insurance, & Business Strategies; Selecting Suitable Products
Our team’s combined experience, credentials, and client care is what sets us apart. We believe our constant attention to service will build long-term trust.
Some financial associates & resource relationships hold the following certifications, degrees, and designations: in law Jurist Doctorate (JD), Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER (CFP®) professional, “Certificate in Retirement Planning”-Wharton, and MBA’s (See individual biographies for details)
We take the complex financial issues, and invest time in the education of our clients. This empowers the client to see and track their financial goals, and involves them in their mission for financial success.
The process we employ is to analyze current data, such as: business agreements, statement of accounts, employee benefit packages, then identify both corporate and individual goals & objectives. We prepare recommended strategies designed for the overall well-being of our clients.
Our financial professionals are dedicated to studying economic & market changes, so that we can continue to provide our clients with the most up-to-date service and advice.
Financial Products & Services
As Registered Representatives, and Investment Advisor Representatives of AXA Advisors, LLC, and Agents of AXA Network, LLC, and its subsidiaries, we offer a variety of financial products and services. These include: Fee-Based Financial Planning, Retirement Planning, and retirement distributions, Estate Preservation—Legacy Planning, Business Succession Planning, Brokerage Accounts, Fee-Based-Asset Management Accounts, College Education Funding, Life Insurance Programs for Business Owners, Executives, and Professionals, 401(k) Plans, Executive Benefits, Group Health and related programs.
We are committed to deliver high quality, value oriented financial services that address both business and personal financial needs, educate our clients, and stand ready to coordinate all other professionals in the planning process, such as the clients’ CPA, and attorneys.
AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances