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

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.

College Funding

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

Capital Gains Taxes

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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