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January 27, 2012 @ 02:14 PM

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AXA Advisors, LLC

Financial Advisory Services

Tom has over twenty years of experience in the financial services and telecommunication industries. He has a proven track record of innovative financial management skills and professional client service.

As a financial professional with this organization for the last ten years, Tom has worked with business owners, corporations and individual clients to help them address their financial objectives. As a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, he can also recommend the appropriate products and services to help them achieve those objectives.

Tom currently holds the CPA, CFP™, ChFC and CLU designations. He has also earned a Master's Degree in Financial Management from the Catholic University of America in Washington, DC and a BBA Degree in Accounting from Siena College in Loudonville, NY.

CFP™, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

AXA Advisors, LLC, and/or its affiliates, does not provide legal or tax advice.

Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

More Newsletters →

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Contact Info

Phone: (703)-205-0365

thomas.natoli @axa-advisors.com

Local Office | Branch Office