Welcome to AXA Advisors

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Protection, Planning & Investing

Welcome to AXA Advisors, an established financial services leader helping individuals and businesses define and meet their financial goals.  Through offerings of financial planning, protection strategies, estate planning, investment services and risk management - the competitive advantage is yours for the taking. 

 

As a subsidiary of AXA Financial and a member of the AXA Global Group, one of the world’s most admired financial services companies.  Our professionals help develop customized financial strategies using quality products from over 100 companies, including AXA Equitable, Mutual of New York, among many others.

 

As your local team of active professionals in the California communities, we have been dedicated to helping individuals and businesses build their financial futures since 1869.  We are an industry leader in providing financial services and strategies to clients. 

 

How we deliver on that promise is through our people.  In our local center, over 300 employees and financial professionals dedicate themselves each day to providing superior service for clients and delivering value for our shareholders.  We often partner with our customers' CPA and law firms to provide clients with the best strategy possible.

 

Not only would you find a competitive advantage in service, AXA Advisors is also a rewarding place to build a career.  The company provides a highly competitive value proposition.  Through comprehensive and valuable Total Rewards programs (compensation, equity and benefits), learning and development opportunities, a collaborative work environment, and challenging assignments, we provide financial professionals the chance to contribute, grow professionally, and be rewarded for results.

 

We hope you will find this site informational and useful.  Come meet us...

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

More Newsletters →