Services Offered

Retirement Planning

Customized strategies to help you prepare for and manage retirement, including 403b and other investment accounts.

Investment Management

Professional management of investment portfolios with regular performance reviews and adjustments.

Wealth Management

Comprehensive financial planning services to grow and protect your assets over the long term.

Financial Consultation

One-on-one advisory sessions to assess your financial needs and develop personalized action plans.

Annual Plan Reviews

Scheduled meetings to update and refine your financial strategy based on changing goals and market conditions.

Reviews

3.7(3 reviews)

Rating Distribution

5

2

4

0

3

0

2

0

1

Rating Distribution

5

2

4

0

3

0

2

0

1

A

Andrew Jones

via Google

about 1 year ago

In 2022, AXA / Equitable Financial had to pay a $50 Million penalty to settle SEC charges that it provided misleading account statements to investors. The accounts belonged to public school teachers and staff investing for retirement. They only got a little of my money before I read up on them through 403BWISE. Have not heard from customer service, but I would love to talk with someone other than the salespeople who failed to disclose their history.

S

Scott S

via Google

almost 2 years ago

Brian Thiet and Gavin Jerg advised me for several years while preparing for my retirement. I am now beginning second year of retirement and I am very satisfied with how my retirement plan and investments are performing!They keep me informed and we meet at least once a year to update and make changes to the plan as needed. Great guys to work with, and I would highly recommend them if you are in need of financial advice!!! Scott S

K

Kim Morrison

via Google

over 7 years ago

AA

AXA Advisors, LLC

Name: AXA Advisors, LLC
Address: 111 East Kilbourn Avenue, Milwaukee, WI, 53202, US
Telephone: (414) 226-8003
Price range: $$$
Rating: 3.7

Your trusted partner for personalized financial planning and investment strategies in Milwaukee.

3.7(3 reviews)

$$$

Business

financial-advising

financial-advisor

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About AXA Advisors, LLC

AXA Advisors, LLC provides comprehensive financial advisory services, including retirement planning, investment management, and wealth strategies. Located in the Milwaukee Center, we serve individuals and professionals seeking tailored financial solutions. Our team, including advisors like Brian Thiet and Gavin Jerg, focuses on building long-term relationships and keeping clients informed with regular updates. Whether you're preparing for retirement or managing investments, we aim to deliver reliable guidance to help you achieve your financial goals.