Douglas Timmerman Financial Consultant at AXA Advisors, LLC

at 701 B St, Ste 1500, San Diego , 92101 United States

1. Financial Planning

Douglas Timmerman Financial Consultant at AXA Advisors, LLC

Description

At AXA Advisors, I help people to address their strategies for wealth accumulation and protection through a clear financial planning approach. Our open architecture platform allows me to serve my client's needs: retirement and estate planning strategies, life insurance, long term care insurance and disability income insurance, as well as strategies for business owners like 401(k), Executive Compensation and Employee Benefits. I customize strategies for my clients and offer a wide variety of investment insurance products that are suitable for each client’s particular circumstances. I focus on a few primary niche markets. First, as a young father, I am dedicated to the pursuit of helping young famililies navigate the multitude of financial obligations and perils that present themselves on a daily basis. Responsible planning and budgeting is critical to prepare for the costs of higher education and eventual retirement. Secondly, as an AXA Advisors Financial Consultant, I have an enthusiasm for working with non-profits and am passionate about the work these organizations do for their beneficiaries. I work hard to facilitate tax-deferred investment planning, tax-efficient investment strategies and employee retirement planning strategies for the benefit of these organizations and their employees. Lastly, as a spouse of a medical professional, I have a distinct understanding and apprececiation for the dedication these professionals have for helping those in need of serious medical care. I have an opportunity to work with them and their families and to educating them in regards to financial strategies, insurance planning & strategies, mitigating financial risks, retirement planning, and wealth management. I assist all of my clients by focusing on addressing risks across several disciplines through the design and implementation of comprehensive financial planning strategies including: risk management strategies, tax-efficient investment planning, retirement income planning, education savings and estate/wealth transfer planning strategies. CA Insurance Lic. #0I68186 IAR VERSION (FPs with a 65 or 66) AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR Douglas Timmerman offers securities through AXA Advisors, LLC (NY, NY 212-554-1234), member FINRA, SIPC. All business correspondence should be sent to douglas.timmerman@axa-advisors.com. Please see Notes tab for full compliance disclosure.

Opening time

• Mondays: 08:00- 17:00
• Tuesdays: 08:00- 17:00
• Wednesdays: 08:00- 17:00
• Thursdays: 08:00- 17:00
• Fridays: 08:00- 17:00

Company Rating

237 FB users likes Douglas Timmerman Financial Consultant at AXA Advisors, LLC, set it to 24 position in Likes Rating for San Diego, California in Bank/Financial Service category

Summary

Douglas Timmerman Financial Consultant at AXA Advisors, LLC is San Diego based place and this enity listed in Financial Planning category. Located at 701 B St, Ste 1500 CA 92101. Contact phone number of Douglas Timmerman Financial Consultant at AXA Advisors, LLC: (619) 557-8232