• Diversification
  • Tax-efficient distribution
  • Tax deferral

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Rated 5 out of 5 by from Helpfull, patient and knowledgeable Regular meeting to review our retirement plan and discuss options great friendly atmosphere.
Date published: 2019-12-09
Rated 5 out of 5 by from Helpful and friendly Always get answers and advice for my current situation.
Date published: 2019-10-03
Rated 5 out of 5 by from Helpful & efficient Easy access & quick response time to questions etc
Date published: 2019-10-02
Rated 5 out of 5 by from Good Choice I have always felt comfortable with my Financial Professional at AXA. He always listened to my concerns and came up with workable options.
Date published: 2019-09-23
Rated 4 out of 5 by from Service My financial advisor is the best! Always available for me night or day. Genuinely passionate about his responsibilities.
Date published: 2019-08-25
Rated 5 out of 5 by from Great Great. Okay Good Fantastic Well Being A Okay Likely To Use Again
Date published: 2019-07-26
Rated 3 out of 5 by from Disappointing service I tried contacting my representative for a withdrawal only to find out he was no longer with AXA. No one had let me know. The receptionist did not know who my representative was and was going to call me back and have the representative call me. No calls that day even though I had called at 10 am. The next day I called again and was told my representative was out of the office at that time. I called back that afternoon and the representative was going to send me the form when she got back to the office. She sent me the form that evening.
Date published: 2019-07-12
Rated 2 out of 5 by from Service Quality Get helpful information from local contact. Talk to local representative
Date published: 2019-06-18
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GE-89825 (11/2013)

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