Our Services

AXA Advisors
Product & Services At-a-Glance

The Company's Focus
Product Options – Companies
Investment Products
Risk Management Products
Financial Planning


The Company Focus

Guiding Principles
Support Resources
Company Presence
Parent Company – AXA Group

AXA Advisors is a client-focused financial services leader providing wealth protection, asset management, and financial planning strategies to individuals and businesses through a strong family of brands.

Guiding Principles and Strengths

  • Customized strategies based on a client's needs and goals
  • Professional advice
  • A team-based approach with support available from networks of specialists
  • Implementation flexibility and breadth of product and service choices
  • Backing of a global company

Support Resources

  • Financial professionals have access to local, regional, and national support resources to help provide high-quality service to clients
  • Headquarters in New York, NY
  • AXA Planning Center in Atlanta, GA
  • Local and regional specialists in numerous financial services fields
  • Operations Center in Charlotte, NC

Company Presence

  • AXA Advisors is a subsidiary of AXA Financial, Inc., the U.S. operations for AXA Group
  • Local offices throughout the nation
  • Over 7,000 financial professionals
  • AXA Financial's family of brands also includes AllianceBernstein, The AXA Equitable Life Insurance Company, and AXA Network

Parent Company – AXA Group

  • A worldwide financial services leader
  • $1 trillion in assets under management, as of 6/30/04
  • Operations in over 60 countries

PRODUCT OPTIONS

Partial List of Companies

Investment Companies
Insurance Companies

Through AXA Advisors and affiliates, you have access to investment management services and thousands of mutual funds from over 50 investment companies, and financial products from over 100 insurance companies. The following is a partial list of these options:

Investment Companies

  • AIM
  • Alliance Bernstein
  • American Century
  • Bear Stearns
  • Calvert
  • Credit Suisse Warburg Pincus
  • Eaton Vance
  • Fidelity Advisor
  • Franklin Templeton
  • Goldman Sachs
  • Janus Adviser
  • Liberty Financial
  • MFS
  • Nuveen
  • Oppenheimer
  • Pioneer
  • Putnam
  • Van Kampe

Insurance Companies

  • American General Life Insurance Company
  • The AXA Equitable Life Insurance Company
  • GE Capital Assurance
  • ING (Aetna) Retirement Services
  • John Hancock Life Insurance
  • Massachusetts Mutual Life Insurance Company
  • Metropolitan Life Insurance Company
  • Principal Life Insurance Company
  • Prudential Life Insurance Company
  • Travelers Insurance Company

Variable life insurance, variable annuities, and mutual funds are offered by prospectus only through AXA Advisors, LLC (member SIPC, FINRA), New York, NY. The prospectus contains more complete information, including charges and expenses. Please read the prospectus carefully before purchasing a product. Product purchases are subject to additional fees and commissions.

AXA Advisors, LLC, 1290 Avenue of the Americas, NY, NY 10104
PHONE: 212-314-4600


INVESTMENT

Products & Services

Fixed Income Products
Equity Investment Products
Retirement/Education Funding
Investment Accounts (Traditional Brokerage)
Managed Accounts (Fee-Based)
Fee-Based Brokerage Account

Fixed Income Products

Equity Investment Products

  • Mutual Funds
  • Large Cap Growth/Value Funds
  • Small/Mid Cap Growth/Value Funds
  • International Equity Funds
  • Asset Allocation Funds
  • Sector Funds
  • Unit Investment Trusts (growth-oriented)
  • Publicly Traded Stocks

Retirement/Education Funding

Investment Accounts (Traditional Brokerage)

Managed Accounts (Fee-Based)

  • Mutual Fund Wrap Program
  • Capital Visions®: A Comprehensive Approach to Mutual Fund Asset Management
  • Professionally Managed Accounts
  • Lockwood Financial's Managed Account Link ProgramSM
  • Brinker Capital's Core Asset ManagerSM

Fee-Based Brokerage Account


RISK MANAGEMENT

Products & Services

Life Insurance
Annuities
Disability and Long-Term Care
Health Insurance
Business Planning

Life Insurance

Annuities

Disability & Long-Term Care

  • Individual Disability Income
  • Group Long-Term & Short-Term Disability
  • Business Overhead Expense
  • Disability Buyout Protection
  • Individual & Group Long-Term Care

Health Insurance

  • PPOs
  • HMOs
  • Indemnity Plans
  • Individual & Group Medical Plans

Business Planning


FINANCIAL PLANNING

AXA Advisors strives to provide the highest level of planning services available by helping you identify and prioritize your goals, offering strategic advice specific to your needs, and implementing the strategies that work best for you.

Planning Process
Implementation Process
Planning Strategies

Planning Process

  • Discovery of Your Situation
  • Profile of Your Priorities
  • Strategy Creation

Implementation Process

  • Implementation of Your Strategy
  • Review of the Plan

You can receive planning strategies for:

  • Asset Allocation
  • Retirement Planning
  • Education Funding
  • Survivorship Planning
  • Disability Income Analysis
  • Estate Planning
  • Retirement Distribution Planning
  • Business Planning

GE – 22665