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AXA Advisors

The Pacific Branch is comprised of a team of Financial Professionals that help clients to develop customized investment, risk management and financial planning strategies.

Our Financial Professionals focus on helping individuals and small business owners meet a variety of financial needs, including Insurance needs, Investments, Asset Allocation, Retirement Planning, Estate Planning, Qualified Plan Funding, Non-Qualified Deferred Compensation and Business Continuation. AXA Advisors offers a thorough analysis of your goals, priorities and resources to develop your personalized strategy. The result is a portfolio of products that has the potential to start you on your way toward achieving financial success.

Newsletters

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

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