Axa Advisors

Working together to build your financial future - Your Way !!

I am a graduate of Georgetown University and a New York City resident with several years experience in the financial services industry.  I am also a member of the Financial Planning Association. Prior to joining AXA Advisors, I worked in public accounting as an auditor for Price Waterhouse, and in corporate banking in Citibank’s Derivatives Operations Group.

 

As a financial professional, I strive to provide personalized, goal-oriented financial guidance and planning strategies that are designed with the needs and aspirations of my clients in mind.  My preferred approach is to review my clients' financial goals and investment objectives. Working together with my clients, I can then formulate strategies to help them address those financial concerns based on their individual circumstances and risk tolerance.  Finally, as a registered representative and investment advisor representative of AXA Advisors, LLC, and as an insurance agent of  AXA Network, LLC, I can recommend the appropriate products and services to help implement those strategies.

 

I have worked diligently to garner the trust and confidence of my valuable clients, while providing the highest level of service.  AXA Advisors, LLC, gives me the resources to help my clients face their financial challenges and address their goals.

 

In my free time I enjoy reading, motorcycle riding, and spending time with family and friends. 

 

Click here to view my monthly e-newsletter: http://newsletter.marcwright.net

 

Thank you for visiting my web site.  Please enjoy some of its many features.

Life Insurance

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

More Newsletters →