Estate planning can help
protect the wealth you′ve
worked so hard to build

Exploring estate planning strategies can be
much easier – and effective – when you
have the help of a trusted professional
from AXA Advisors

Take the time to protect your estate with the assistance of your legal advisor, tax advisor, and a financial professional from AXA Advisors

The AXA Advisors Long Island branch serves the Long Island community with professional financial services assistance, including retirement and estate planning strategies. Our dedicated financial professionals will work collaboratively with you to:

  • Understand your financial goals and current financial position
  • Recommend strategies and plans that can help bring you toward achieving your objectives
  • Deliver access to a broad range of products and services that can help you protect the assets you’ve worked so hard to build

When you’ve worked hard to build wealth for your family and loved ones, you want to make sure they’ll receive all the rewards you intended. Estate planning strategies can help. Of course, estate planning means many different things to different people.

  • If you have a small estate, a simple will may be enough to ensure that loved ones are taken care of, that certain people receive particular things and that your assets are dispersed according to your wishes.
  • If yours is a larger estate, you may want to consider tax planning strategies to minimize estate taxes, ensure that your charities receive continued support, or protect a business that you have built.

Whatever your estate planning needs, the help of your tax advisor, legal advisor and financial professional is essential. As result-driven, highly motivated professionals, we at AXA Advisors Long Island are dedicated to helping others build their wealth and deliver a better financial future for their loved ones. We’re ready to help you today. AXA Advisors and its affiliates, associates and employees do not provide tax or legal advice or services. Please consult your own tax and legal advisors regarding your particular circumstances.

Two convenient locations

With offices in Lake Success and Melville, AXA Advisors Long Island is one of the largest financial service organizations on Long Island. Working closely with your AXA Advisors Long Island financial professional, you can:

  • Assess your current financial position.
  • Create a road map to build your financial future.
  • Select the appropriate financial products to help you reach your goals.

AXA Advisors - Lake Success Office:
1111 Marcus Avenue, Suite 100 Lake Success, New York 11042 Phone: 516-355-3325 Fax: 516-488-1081

AXA Advisors - Melville Office:
155 Pinelawn Road, Suite 300 South, Melville, New York 11747 Phone: 631-385-5230 Fax: 631-424-0345

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