Milwaukee retirement planning with ongoing guidance and annual plan updates.
AXA Advisors, LLC in Milwaukee offers financial guidance and retirement planning, serving clients with investments and periodic plan updates. Positive feedback highlights long-term retirement planning and regular reviews with informed communication. A separate review cites a 2022 penalty related to SEC charges over misstatements and expresses concerns about disclosures and customer service, showing a range of client experiences.
Milwaukee Center, 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202, USA
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Customized strategies to help you prepare for and manage retirement, including 403b and other investment accounts.
Professional management of investment portfolios with regular performance reviews and adjustments.
Comprehensive financial planning services to grow and protect your assets over the long term.
One-on-one advisory sessions to assess your financial needs and develop personalized action plans.
Scheduled meetings to update and refine your financial strategy based on changing goals and market conditions.
Overall rating
Andrew Jones
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.
Scott S
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
Kim Morrison
