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My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Retirement Planning
  • Business Planning
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Asset Management Accounts
  • Deferred Compensation Programs
  • Life Insurance for Key Persons
  • Asset Allocation Strategies

Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.

Thanks for visiting.

Contact Info

Phone:

    (703) 205-0351 Jeffrey--office
    (703) 728-9387 Jeffrey--direct
    (703) 205-0383 William--office
    (202) 550-4107 William--direct
    (703) 205-0407 Scott--office
    (613) 988-9969 Scott--direct
    (703) 205-0389 Caitlyn--office

Jeffrey.MagedCFP @lwm.us.com
William.Phillips @lwm.us.com
Scott.Greenberg @lwm.us.com

Contact One of Our Professionals

Local Office | Branch Office