AXA Advisors
1929 Rombach Avenue
Wilmington, OH 45177
937-382-3390
Website: www.szg.myaxa-advisors.com
Owner/s: Philip Zeigler and Phil Snow
Business Description: We offer a variety of financial products and services that are designed to help you plan for, build and achieve a more secure financial future. These include:
Retirement Planning
Business Planning
Estate Conservation
Fixed and Variable Annuities
Variable and Traditional Life Insurance
401(k) and other Company Sponsored Plans
Disability Income and Other Insurance*
Asset Management and Investment Accounts
Unique Products/Services: Do you address your financial concerns one at a time? If so, you’re like many people who take the “common” approach to planning. Unfortunately, this approach often fails to establish a solid strategy for success and, instead, results in a portfolio of unrelated products that may not help you achieve your goals.
AXA Advisors believes there’s a better way. Clients who engage in our process are more likely to meet their overall life objectives because, together, we develop a strategy first. Then, after laying the foundation for their financial future, we design a portfolio consistent with their particular needs, goals and priorities.
The “professional” approach provides a well thought-out written plan of action. It allows you – and us – to review potential decisions and courses of action before actually implementing them. Furthermore, it promotes a long-term collaboration between client and financial professional. By forming a relationship with a group you can trust, you are positioned to take advantage of changes in the future when life events, the economic environment or legislation affects your situation. You’re also able to focus more of your efforts on what counts the most:
Wealth Enhancement & Preservation
Retirement Planning
Education Funding
Income & Family Protection
Estate Planning
Through our local offices, you can be assured of our personal attention and commitment of service. We’re there with our clients, throughout the process, to answer questions and provide information. When needed, we partner with advanced practice specialists in our Cincinnati, Dayton and Columbus offices and the professionals at AXA Advisors’ planning center in Alpharetta, Georgia to deliver team based, well-rounded advice and technical knowledge.
After you’ve determined your financial strategy, if it is appropriate, we help you put it into action through a network of products and services. We provide access to investment management services and mutual funds from a wide variety of investment companies as well as financial products from many insurance companies. Finally, as your ongoing, consultative partner through the different stages of your financial life, we monitor your progress and are available to collaborate with your current advisors, such as CPA’s and attorneys.
Ownership Type: Locally (Clinton County) owned
Free, Public Wi-Fi Offered: No
Hours:
By scheduled appointment
By scheduled appointment
