AXA Advisors

Serving My Clients Since 1982

My practice has been associated with AXA Advisors (formerly The Equitable) since 1982. I began my career focusing primarily on insurance and annuities. My services have since evolved to meet the diversified needs of my clients to include financial planning, investments, brokerage services and company-sponsored benefits, including retirement plans and group medical benefits.
 
I am not in the transactional product selling business. Utilizing a consultative process, I work with my clients to identify their needs and create strategies designed to achieve their goals.
 
You should consider three things before working with me. First, I never hurry when it comes to financial decisions. If you don’t have the time to do it right the first time, you probably won’t have the time to do it over. ‘Do-overs’ are far too expensive when considering your financial life. Secondly, I believe in giving long answers to short questions. Knowledge is power. I believe that my job is to continually empower my clients to better understand and participate in their financial management. Thirdly, when representatives change firms, their former clients often have their accounts assigned to strangers. This has never happened to my clients. I have been here for them for over 25 years. Consistency is of utmost importance.
 
My staff includes my wife and office manager, Faye and nephew, Keith Propes, MBA. Thank you for taking your valuable time to visit my site.
 
 
 
Calculators

Car Affordability

How much can you afford to pay for a car?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

More Newsletters →