Sergey Kuznetsov

CONNECT

Address:

1290 Avenue of the Americas
4th Floor
New York, NY 10104

Phone:

(212) 541-1896

My Mission

When working to formulate a sound financial strategy, I believe in taking a long-term view. My experience and hands-on approach, combined with the variety of products and services offered through AXA Advisors, LLCs and its affiliates, can help you plan for -- and build -- your financial future.

My primary focus as a financial professional is in estate planning strategies, where I work with successful individuals who are looking to preserve as much of their hard-earned assets as possible. My familiarity with current tax laws and my experience working with other professional advisors, such as attorneys and accountants, enables me to create plans to help my clients better manage their estate tax liabilities and preserve assets for their heirs.

My focus on executive benefits enables me to help you structure fiscally responsible compensation strategies that are designed to help you recruit and retain the talented and qualified executives you need to run your business.

My combined focus on executive benefits and estate planning strategies helps give me a clear understanding of these inter-related and complex financial matters. My years of experience enable me to give successful executives and business owners the professional guidance and service they deserve.

My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.

Once you've decided upon a strategy that meets your needs and that you are ready to put into action I'll go over your options, helping you select a combination of products and services that make sense and suits your goals. Over time, I'll follow up with you to make sure things are on track and proceeding according to plan.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • Asset Management Accounts
  • Mutual Funds
  • Money Markets
  • Traditional and Roth IRAs
  • Wrap Fee Accounts
  • Brokerage Accounts
  • 529 Plans
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies

Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.

Thanks for visiting.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck