Boston Branch

Building Futures
With approximately 100 financial professionals and a dedicated group of staff members, AXA Advisors’ Boston Branch is proud to serve the New England area. When you work with us you will be establishing a personal relationship with a knowledgeable financial professional – a trusted ally who will take the time to understand your unique investment objectives, someone who can provide access to the capabilities of a global resource.

Working together, we can define a strategy and create a road map that can help you build your financial future. To ensure that our financial professionals stay on top of their field, many regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

• CERTIFIED FINANCIAL PLANNER™(CFP®)
• Professional designations of the American College:
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Master of Science in Financial Services (MSFS)
• FINRA Registrations: Series 6, Series 7 and Series 66

Maintaining solid professional foundations are extremely important. Many of our financial professionals are members of:

• The Million Dollar Round Table
• The Estate Planning Council
• Association of Certified Financial Planners

As one of the largest financial service organizations, AXA Advisors provides career opportunities for motivated, focused and enthusiastic professionals seeking entrepreneurial challenge and who have the desire to help others achieve their financial goals. Feel free to visit the career opportunity section of this web site for more information.

Believing in giving back to the community, financial professionals of the Boston Branch are civic-minded leaders who are members of many local and charitable organizations. In almost every community, there’s an AXA Advisors financial professional giving of his or her time to make New England a better place to live.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.