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September 10, 2010 @ 07:19 AM

Dow Jones Industrials 10,415.24+ 28.23
Nasdaq Composite 2,236.20+ 7.33
S&P 500 1,104.18+ 5.31
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

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

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Calculators

Cash Flow Analysis

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

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

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How Long Will It Take to Pay my Balance?

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Contact Info

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