Akron, Cleveland, Columbus

 

 

A PERSONAL WELCOME...

Gregg LaSpisa CLU, Executive Vice President

The Cleveland Branch office has held a long and rewarding relationship with the citizens of Ohio. Generations of families and businesses have relied on us to consistently assist them with their financial strategies and personal service. Today, we serve all of Northeastern and Central Ohio, we continue to offer our clients the guidance needed to help them plan for a secure financial future. This website should serve as a great resource to you, in seeking more information about our firm, Financial Professionals, Management team, financial products and services.
 
 
Serving Our Community - Maintaining a strong sense of community, our firm has a long tradition of civic commitment whereas we believe in being active and giving back to the communities we serve. Many members of our local branch play an active role in various charitable and civic organizations, whose involvement over the years has included such groups as:
 
  • Junior Achievement
  • America Scores Cleveland
  • Big Brothers & Big Sisters of Greater Cleveland
  • The Domestic Violence Center of Cleveland
  • The Cleveland Food Bank
  • Association of Indian Physicians of Northern Ohio
  • The Leukemia & Lymphoma Society
  • The Cleveland Institute of Music
  • Heights Regional Chamber of Commerce
  • The Boys and Girls Clubs of America
  • The United Way
  • The Cleveland Professional 20/30 Club

Products And Services To Meet Your Needs - As part of AXA Financial, a member of the global AXA Group*, we have the tools necessary to help our clients meet their retirement, education, asset accumulation, income protection and estate preservation goals. Some of the financial products and services available to individuals and businesses include: 

  • Financial Strategies 
  • Retirement Funding
  • Estate Planning* 
  • Investment Planning 
  • Business Planning - for businesses of all sizes 
  • Education Funding Programs 
  • Executive Benefit Plans 
  • Qualified Employee Benefit Plans - such as 401(k) plans 
  • Employee Benefit Plans - such as group life insurance 
  • Life Insurance
  • Annuities (both deferred and immediate) 
  • Mutual Funds
*"AXA Group" refers to AXA, a holding company for an international financial services company, together with its direct and indirect consolidated subsidiaries.
* Estate Planning is funded through life insurance and other financial products.

 

Career Opportunities at AXA Advisors - It is an exciting time of unprecedented growth for the financial services and insurance industries. As one of the nation's premier financial services organizations, AXA Advisors provides opportunities for motivated, focused and enthusiastic professionals seeking an entrepreneurial challenge and who have the desire to help others achieve their financial goals. Changing demographics, volatile markets and consumers’ ongoing needs for financial products and services mean exceptional opportunities for talented individuals. 

For more information, review “About Us – Professional Opportunities” available on the drop down menu of this site and contact us for consideration. EOE M/F/D/V

Our Management Team - Our firm is led by Executive Vice President, Gregg LaSpisa, CLU in partnership with Vice Presidents; Jeremy Hoepf, Tony Insana, Adam Lulow, Randy Lupi, Carmen Trivisonno, Chad Vavpetic. To learn more about our management team, simply click on "Managers" located on the menu bar on the left side of the screen.