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AXA

Your life...

Your way...

Plan it...

Live it...

 

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

To execute your retirement strategy, we'll work together to review your options. Then, we’ll determine a combination of products and services that makes sense and suits your future needs. Going forward, I'll check in regularly to make sure you're still on track and sticking to the strategy.

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.

 

LICENSES AND EDUCATION~

Series 7, 24, 63, 65

Bachelor of Arts degree from FDU

FAMILY~

Born and raised in NJ.

My husband and I live in Monmouth County and have 3 children.

 

 

 

 

 

Newsletters

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Tips for Your 2014 Taxes

The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.

Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

More Newsletters →

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Contact Info

Phone: JILL'S CELL 732 642-8225
OR
office 732 452-7294

jill.sherman @axa-advisors.com

Local Office | Branch Office

Appointment Signup


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