David DePalma, AXA Advisors, LLC

As an AXA Advisor financial professional, my core competencies lie in financial planning strategies to help accumulate and protect my client's assets. 

By building relationships with my clients, I assess their current situation which enables me to suggest viable strategies to help achieve a sound financial future.

With the integrity and diversified resources of AXA Advisors, I am fully equipped to address your financial needs in the following areas: 

• Retirement Planning: Traditional & Roth IRA’s, 401k’s, and Pension Plans
• Risk Management: Life Insurance, Disability, and Long Term Care
• Investments: Stocks, Bonds, Mutual Funds, and Money Markets 
• College Funding: 529 Plans, UGMA, & UTMA Accounts 
• Business Planning: Employee Benefits, Health Insurance, Buy-Sell Agreements, Deferred Compensation Plans

When managing your assets and investments, our broad philosophy is to protect what you already have, accumulate it wisely over time, and help it withstand changing market conditions.  We cover a broad array of financial products, and through individual consultation we can identify strategies to supplement or enhance your current plan.

Keeping my client's objectives in focus and maintaining an ongoing relationship is essential in recommending investment strategies as economic or lifestyle conditions warrant.  With my utmost commitment to clients as well as my professional expertise, I look forward to addressing your financial needs with personalized attention.