About Us

Our Plan

THE FOCUS IS ON YOU

We offer strategies that are designed to help you get financially organized for your future, combining the knowledge and experience of a financial professional with the sophistication and objectivity of computer modeling. The following are services we can offer using investments, insurance or other financial products and services:

 

  • Disability Income Insurance can provide a steady income when you are unable to work. 
  • Education Funding can help you work toward the payment of tuition expenses. 
  • Retirement Funding can help coordinate your personal and company retirement plans to help you work toward a more comfortable lifestyle in the future. 
  • Estate Planning strategies can help you address transfer taxes, provide adequate income and capital to your family and, if desired, fund charitable gifts. 
  • Investment Strategies can help you analyze your risk tolerance and investment horizon to help you address your financial goals faster and more efficiently. 

 

SOUND PLANS FOR GROWING BUSINESSES

For professionals and entrepreneurs, personal and business wealth are usually closely intertwined. At AXA Advisors, we understand the risks and the opportunities you face. Our financial professionals serve a variety of closely-held businesses. They can help you to protect your assets, address the long-term stability of your business and offer cost-effective benefit strategies to attract and retain valued employees.  

 

  • Business Continuity Planning provides for the orderly transition of ownership and control after the death, disability or retirement of an owner - without disrupting cash flow. 
  • Employee Benefit Plans including group life, health and disability income insurance, as well as dental and vision plans, can be customized to your budget and benefit needs.
  • Executive Benefit Plans such as Deferred Compensation and SERP enable business owners to offer incentives to executives without relinquishing ownership. Benefits can be tied to salary or performance, and the owner usually recovers costs. 
  • Qualified Retirement Plans such as 401(k), pension and profit-sharing plans provide a current tax deduction while enabling plan assets to accumulate tax deferred for eligible employees. 
  • Corporate Liability Funding is vital to the long-term viability of a business. We can help you with strategies for financing for post-retirement medical liabilities, early retirement programs and other stock redemption liabilities. 

PROSPERITY BEGINS WITH A PLAN

Today, your needs may include mutual funds or life insurance. Tomorrow, it could be funding for your children's education. With AXA Advisors, you can begin to develop a strategy. It can be simple and then adjusted as changes occur in your lifestyle. You will enjoy our thorough, personal and in-depth financial service. We can help you to establish a firm financial foundation for your future. You acquire not just products, but also a strategy, one that will grow with you. Each new facet of your strategy becomes part of a flexible, long-term vehicle to help you address your financial needs. AXA Advisors is a company you can grow with.

 Opportunity and Affirmative Action employer.  M/F/D/V\

We are always looking for high quality people.  If you know of someone who may be a fit for AXA's team, please let me know!

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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