Simply Put: Our Scope, Our Heritage and Our Distinctive Approach Sets Us Apart…

In an often turbulent financial market, you deserve to work with a company that can offer you what you need.  A company that has a long and storied tradition of helping generations of clients realize their dreams, protect their families, and plan for their financial future.

Consistently amongst the top performing Firms in AXA, the Seattle/Bellevue Firm provides a combination of industry-leading experience, with an unbiased, client-centered focus.  This translates into more capabilities, more insight, and more people looking out for your best interest.  Unlike many companies, we offer the skill sets and knowledge of many professionals with varied backgrounds under one roof.  Within the AXA Advisors Seattle/Bellevue Firm, we have professionals and staff that focus on each of the following areas:

Wealth Management
Retirement Income
Distribution Strategies
Estate Planning Strategies
Family Legacy Planning Strategies
Business Succession Planning
Group Benefits
403(b) and 457 Plans
401(k) and Qualified Plans

Investment
Fixed-Income Investments
Equity Investments
Retirement/Education Planning
Investment Accounts

 

Risk Management
Life Insurance
Annuities
Disability Income
Long Term Care Insurance
Health Insurance
Business Continuation Planning

 

This affords our clients substantial experience and an opportunity to address their specific financial needs through comprehensive wealth management.

Frankly, we believe no one can offer what we can.


Client Commitment

We strive to develop ongoing relationships with clients to help them review their financial strategies through each life stage. This commitment involves:

  • Consultative meetings to examine a client's current situation and financial needs
  • Education on a wide variety of financial subjects to help clients make informed decisions
  • Development strategies designed to help meet short-, medium-, and long-term goals
  • Implementation strategies through financial products and services appropriate to each individual's circumstances


Community Commitment

To give back to the community that has allowed us to flourish, we support and contribute to our local area in numerous ways as a Firm and as individuals.  Each year the Seattle/Bellevue Firm participates in the AXA Global Day of Service, a program designed for Firms within AXA to donate time and energy to local nonprofit organizations.  In addition, The AXA Foundation’s signature program, AXA Achievement, helps make college possible for local High School students.  If you are, or know of, a High School Senior looking for college funding, please click on the links below for additional information on these scholarships.

AXA Achievementsm Scholarship in association with US News & World Report
2013 program is closed.  Learn more for 2014.
Winners announced spring 2013.

AXA Achievementsm Community Scholarship
 2013 program is underway!
 Learn more and APPLY NOW!


A Great Place to Work

We provide opportunities for enthusiastic professionals who are motivated to help others achieve their financial goals. As part of the AXA Advisors family, you will have the support of an exclusive team of professionals who provide an unparalleled level of experience and service. In addition, you'll have access to a wide array of advanced learning resources and professional development programs. For additional information about career opportunities at AXA, please Click Here.


Our Management Team

The Seattle/Bellevue Firm of AXA Advisors is led by Divisional Executive Vice President, Don O'Donnell.  For more information on our Management Team click on their name below:

Don O'Donnell, DEVP
Terry Terrell, DVP
Jeff Cordova, DVP
Ian Ha, DVP
Joseph Smith, DVP
Justin Cykler, DVP

 
10500 NE 8th Street, Suite 1600, Bellevue, WA 98004 (206) 728-2400