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September 04, 2010 @ 06:29 AM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
10 Year Treasury Note 2.62+ 0.05

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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 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.

Newsletters

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Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

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The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

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One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Savings Goals

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

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Contact Info

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