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Financial Planning
As a financial professional, my aim is to empower you to make informed decisions and take effective action toward meeting your specific goals.rnrnWhat’s distinctive about my approach is a focus on objective guidance. I can offer you a broad range of options for your individual and business needs through:rnrnInvestment Services – Asset Accumulation, Short- and Long-Term Goals rnrnRisk Management – Wealth Preservation, Income and Family Protection rnrnFinancial Strategies – Retirement Planning, Education Fundingrn rnAfter 8 years experience as a Financial Analyst, Debt and Deferred Giving at RIT, I began my career in the Financial Services Industry in 2013. I am currently a Financial Consultant with AXA Advisors. I hold a Master of Science degree in Financial Economics from the University of London, UK, 2002, Bachelor degree in Economics, Banking and Finance from the University of Malta, 1999, FINRA Series 7, 66 and NYS Life, Accident, and Health insurance license. I enjoy hiking, biking and vegan cuisine. My family and I have resided in Greece, NY since 2000. rnrnAXA Advisors is part of a worldwide financial services leader, the global AXA Group. You can benefit from a local, personalized relationship and the extensive capabilities of a premier financial organization.rnrnTo develop, review, or update your financial strategies and work toward your goals, please call me at the number below for a complimentary initial consultation.rnrnDiana ApostolovarnFinancial Consultant/Empire Marketing Centerrn175 Corporate Woods, Suite 250, Rochester, NY 14623rnTel: (585) 475-8460 Fax: (585) 292-1569rnEmail: [email protected] Apostolova is a registered representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. AGE- 95725(07/14)(exp.07/16)rn www.axa.comrnhttp://www.rochester.axa-advisors.com/Diana-Apostolova.e560738.htm
- Posted on: 2014-09-19 23:06:25
- Classified ad views: 2
- Item ID: 2926281