Axa Advisors, Llc - James J Bertucci

About

My experience, education and professional affiliations have fostered my practical approach to offering pre and post retirement and inheritance planning.  First, we consider the specific financial goals and investment objectives of the client.  Next, we work together to formulate a strategy to help the client work toward their goals.  Then, as a registered representative of AXA Advisors, LLC, and an agent of AXA Network and its subsidiaries, I recommend the appropriate products and services to help them execute their strategy.