How We Work

The Sterling Group is a select group of financial professionals affiliated with AXA Advisors, LLC who are committed to building long-term relationships with their clients and communities, and providing financial strategies, products and services that are designed to help you prepare for your future. We have the tools and knowledge needed to help you develop and implement a personalized financial strategy.

 

We'll explain complex issues in easy-to-understand language. Our job is to help you map out your financial goals and to help you select the appropriate products for your objectives. Through AXA Advisors and its affiliates, The AXA Equitable Life Insurance Company (AXA Equitable) and AllianceBernstein LP, as well as other well-known mutual fund, annuity and insurance companies, the Sterling Group can offer a broad range of financial products and services including:

 

  • Fee-Based Financial Planning
  • Non-Fee Planning
  • Retirement Planning
  • Estate Conservation
  • Business Planning
  • Fixed and Variable Annuities
  • Life, Disability Income1 and Other Insurance
  • 403(b) Plans
  • 401(k) and other Company Sponsored Plans
  • Asset Management Accounts
  • Mutual Funds
  • Wrap Fee Accounts
  • Discount Brokerage
  • Variable Life Insurance
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Life Insurance on a Key Person
  • Asset Allocation Strategies

 

To ensure that you are comfortable with your strategy and product choices, our financial professionals will work collaboratively through each step of the planning process. Your participation is vital to the creation, implementation and success of your financial strategy.

 

We have the strength of a national organization that thinks and acts locally. We are part of a preeminent corporate family with deep roots and broad reach through AXA Financial, Inc., a member of the global AXA Group, which has major operations in Western Europe, North America and the Asian-Pacific regions.

 

To discuss how the Sterling Group may help you address your financial goals, send us an e-mail, call us at the phone number listed on our home page, or register for an obligation-free consultation here on our Web site.

 

Thanks for visiting our site.

 

 

Sterling Group is a division of AXA Advisors, LLC and does not provide legal or tax advice.

 

Securities products and investment advisory services are offered through AXA Advisors, LLC (member SIPC) a broker dealer and investment advisor, 1290 Avenue of the Americas, New York, NY 10104 (212-314-4600). Variable and traditional life insurance and annuity products are issued by an affiliate, The AXA Equitable Life Insurance Company (AXA Equitable) and by various other companies.

 

 

1 Disability Income insurance is issued by third-party insurers and made available through AXA Network, LLC, an insurance general agency.

 

EC27715 (11/03)