Ricardo DonAlexis, AXA Advisors Financial Professional

My approach to advising stems from building a unique long-term relationship that goes well beyond financial advising. I assist and educate individuals in defining their financial goals, and implementing investment and tax-efficient strategies to reach their goals.

While I’m excited to work with anyone that is serious about creating a financial strategy, my focus is working with healthcare professionals, small business owners, school district employees and their families make educated financial decisions.

If you or someone you know would benefit from my services, please contact me to see if we are a good fit to work together. I look forward to hearing from you soon.

Some of our investment and financial services include:
- Government-sponsored 403b & 457 plans
- Individual Retirement Accounts (IRA)
- 401k and small-business retirement planning
- Retirement planning
- Insurance Planning
- Long Term Care Planning
- Review of Employee Benefits

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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MONY America 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. Your connection to this Facebook page does not necessarily indicate that this Financial Professional is able to transact business in your state. AGE 110169 (10/16) (exp.10/18)