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| Financial Planning >> AXA Advisors, LLC |
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AXA Advisors, LLC
For businesses, we offer a range of services - group benefits, qualified retirement plans, and deferred compensation programs. We structure defined contribution plans like: 401(k), SEP IRA, SIMPLE IRA, 401(k) with safe harbor provisions, Profit-sharing, Money purchase, and ERISA 403(b).
We work with individuals and design a financial strategy that is specific and unique to the client’s needs. We focus on three key factors that could affect the portfolio’s ability to generate income during retirement: Asset Allocation, Withdrawal Amounts, and the Sequence of Market Returns. We help protect assets upon death, establish educational funding, and help secure retirement. We understand that you’ve worked hard to earn your money.
Thomas V. Marino is a registered representative and investment advisor representative who offers securities products and investment advisory services through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network Insurance Agency, LLC and/or its affiliates and AXA Network Insurance Agency of Utah, LLC and/or its affiliates. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. Thomas Marino is licensed to sell insurance in the following states: PA, NJ; is registered to offer securities in the following states: PA, NJ, GA; and is registered to offer investment advisory services in the following states: PA, NJ, GA
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