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May 27, 2012 @ 07:34 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01

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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 and Cabarrus County Chamber's 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's, and a licensed United States Soccer Federation referee.

My wife of 18 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.

Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Goals

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Contact Info


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