AXA  Advisors

Your Future, Your Way

Seattle Branch Don O’Donnell - Divisional Executive Vice President The Seattle office has been helping individuals and businesses in the region address their financial goals for more than 50 years. Distinguished by our focus & attention to each client’s specific needs, and a comprehensive selection of financial product and service offerings, our office maintains an established position of leadership in the Pacific Northwest region. In 2002, and again in 2005, the Seattle branch earned the company’s top sales organization award, the Gold President’s Trophy. The annual prize recognizes branch performance, excellence in branch production and sales force development through quality and expense control within the company’s strategic plan. The best element to this award is that the better the branch performs for the company, the better it performs for clients as well. Even with our success, we are proud that we have remained a neighborhood fixture throughout many decades of growth and change. Generations of resident families and businesses have relied on our firm to help provide them with effective financial strategies and personal service. To “give back” to the community that has allowed us to flourish, we support and contribute to our local area in numerous ways, as a branch and as individuals. Beyond our local presence, we can offer clients the strength and stability of a premier financial organization. As an affiliate of AXA Financial, a member of the global AXA Group, we can draw upon a national network of team-based support to help provide well-rounded advice and superior service abilities. Most importantly, it is the people within our firm that continue to steer our reputation as a financial services leader. Our qualified financial professionals represent a broad range of experience, backgrounds and areas of focus. We emphasize ongoing relationships, so clients can turn to us for trusted guidance to help address their needs, and strategies for working toward their goals over the course of a lifetime. It is this enduring dedication to our community and our clients that is the cornerstone of the Seattle office. 10500 NE 8th Street, Suite 1600, Bellevue, WA 98004 (206) 728-2400

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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