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May 25, 2012 @ 01:16 PM

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Financial Consultant

 

 

 

With 10 years of financial experience, 4 years with the Hyatt Corporation and now 6 years as a financial professional with AXA Advisors, LLC, I am dedicated to helping individuals and businesses build their financial futures. 

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can recommend the appropriate products and services to help you execute your strategy. I provide my clients with asset management accounts, and both risk management and financial planning startegies.

I hold the following registrations:  FINRA Registrations: Series 7, 66, & Life & Health Insurance license. 

My wife Irene and I live in Brooklyn, New York with our 2 children, Adrian and Victoria. Thanks for visiting.

Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Contact Info

Phone: (212) 408-0025

richard.caiazzo @axa-advisors.com

Local Office | Branch Office


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