PaUlmEhNo.com

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AXA Advisors

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WELCOME . . . Thank you for taking the time to visit my web site. I believe it is important, as the initial step in building a relationship, for you to know about my background and approach to financial planning. A graduate of Robert Morris University with a degree in Accounting, I have over 15 years of experience in the financial services industry. My years of experience and education enables me to provide you with quality financial information and personal service. My approach to financial design is done through a “consultative” approach that includes helping clients identify their financial goals and objectives and making recommendations based on an analysis of their goals. Periodic reviews are provided to help monitor changes in their financial goals & objectives. By using this three step approach, I can best serve my clients and build a long lasting relationship with them. Please take a few moments to review the “My Approach” page of this web site to familiarize yourself with more detailed information on how I can help you design a sound financial future. I look forward to the opportunity to meet and talk with you in the near future.
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Related Domains

AxaOnline.com
Nasd.com
Sipc.org

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Rating: 0 - 0 votes

Company Name

Company Contact

Website Analysis

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