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WELCOME to our Website…

For decades, the Illinois Branch office has held a long and rewarding relationship with the citizens of Illinois and the surrounding communities. Generations of families and businesses have relied on us to consistently assist them with their financial strategies and personal service. Today, 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.
Our Management Team - Our firm is lead by our two Divisional Executive Vice Presidents, John C. Passananti, CLU and Tammy L. Butts, CLU -- in partnership with Divisional Vice Presidents; Pierre Pajak, CFP®, ChFC, CLU, Antonette Gambini, CFP®, Michael Bleke, ChFC, Jeffrey Gundrum, Warren Suess, James Gibbs and Christopher Wyllie. To learn more about our management team, simply click on "About Us > Managers" located on the menu bar on the left side of the screen.
Our Professionals - With over 250 financial professionals, we work diligently to garner the trust and confidence of our valuable clients, while striving to provide the highest level of service to address your financial needs and concerns. To learn more about our team or request a confidential meeting, simply click on "About Us > Our Professionals" link located at the top of this page.
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
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.
Products And Services To Help 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.

Newsletters

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

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HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

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