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Axa Advisors

Founded 2012 • With Angi since October 2013

N/A
Insurance Agencies
Financial Planning

Description

Bringing simplicity to the hectic world of finance...

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Call (888) 864-8940. We are a no-cost service working with over 200 insurance companies in all 50 states. 10-time Super Service Award winners. Our policyholders get free claims support for life! We work for you, not the insurance companies. Our services are free and you pay the same no matter where you shop!  

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Super Service
Award 2020

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  

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Services Offered

Show people of all ages and all walks of life different options in the investment world. Specializing in retirement help, and asset allocation.

Services Not Offered

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General Information
Free Estimates
Yes
Payment Options
Check, Visa, MasterCard, American Express, Discover, Financing Available
Senior Discount
No
Emergency Service
No
Warranties
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