Thanks for visiting our web site. Whether you are one of our current clients or just visiting for the first time, we hope you find something useful. We always appreciate feedback so press the contact link to send us a note.
 

Through AXA Advisors, AXA's network, and the team of Prestige Financial Group, we have the resources and knowledge to help develop, implement and execute an efficient and sound financial strategy.

 We take a detailed look at your total financial picture, and start by assessing your current assets and both your short and long-term financial goals.  We take the time to truly understand your objectives, risk tolerance, time horizons, challanges and personal schedule to help you build a practical and sustainable strategy to address

  • Retirement Planning
  • Investments and Asset Allocation
  • Life Insurance
  • College Funding
  • Estate Planning Services
  • Health Insurance
  • Long Term Care Insrurance
  • Disability Insurance
Steve grew up in Bethesda, Maryland. and obtained a BS in Mechanical Engineering from Cornell University in 1984 and an MBA from Wright State University in 1987. Steve moved to Cary, NC in 1991 to raise his family which now consists wife  and 3 grown childen.  Steve has worked in Military (USAF), a defense contractor, a small entrepenuer business and Nortel Network.  In 2002, joined AXA Advisors earning numerous accolades through his career. 
 

Alex grew up in South Florida and obtained a BA in Business Management and Finance from the University of South Florida in 1983.  Alex has been working in Cary and currently lives in Holly Springs where he was awarded Citizen of the year .  Alex has a wife and they have 2 grown children.

Please contact us with any questions or a free consult.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.