AXA Advisors, LLC - Leo Sbardella, Jr.

Assisting successful individuals, families and businesses via sensible financial planning

Welcome and thank you for visiting my website.

I'm Leo Sbardella, Jr., a Financial Consultant with AXA Advisors, LLC of the Southern Division, located in the Charlotte, NC metropolitan area.

As a financial professional, my mission is "To assist successful individuals, families, and prospering businesses with copious assets via sensible financial planning." I want to assist clients in building secure financial futures. Empowering them to make informed decisions and take positive action toward meeting their specific goals does this.

I hold FINRA securities registrations 7, 24 and 66 along with life and health and long term care licenses. I also hold a B.A. in Economics and Business Administration.

Through AXA Advisors and its affiliates, I can offer a broad range of financial products and services including Life Insurance, Brokerage Accounts, Variable Annuities, Long Term Care, Disability Insurance, Health Insurance, and Company Benefit Plans.

Maintaining a sense of community is extremely important to me. I am an active member of The Charlotte Chamber of Commerce, The Cabarrus County Chamber of Commerce, Harrisburg Business Networkers, The Knights of Columbus, and St. Thomas Aquinas Church. I am also a long time coach in the Harrisburg Youth Association and American Youth Soccer Organization.

My wife of 14 happy years Dana and I reside in Harrisburg with our 4 outstanding sons, Nicholas, Andrew, Daniel, and Luke.

I look forward to working with you as either a client or as a financial professional within our company.  If you have any questions about our services or me, please feel free to call or email me.
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Home Affordability

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

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