Chris Davis

AXA Advisors is a financial services company located in Yorktown, VA, offering a range of financial planning and advisory services. They are part of Equitable Holdings Inc., which is focused on providing tailored financial solutions to meet diverse client needs. The company's offerings encompass investment strategies, insurance products, and wealth management, aiming to help clients achieve their financial goals. With a commitment to excellence, AXA Advisors operates under the guiding principle of offering personalized support and expert advice. Generated from the website

Bill has undertaken extensive education in financial planning and investments, culminating with his achieving the CFP certification in 2012 and then his ChFEBCSM in 2019. Bill is a CERTIFIED FINANCIAL PLANNER™ professional and has been serving clients' investment, insurance, and financial planning needs since 1995. He focuses on helping high net worth individuals and families with comprehensive investment, insurance and estate planning strategies. Additionally, he has over 20 years' experience in working with civil service and government contract employees to plan for both before and during retirement.

Ameriprise Financial in Newport News, VA, is committed to helping clients achieve their financial goals by offering personalized one-on-one financial advice and tailored portfolio solutions. With over 10,000 advisors nationwide, clients can find an advisor that aligns with their specific needs and preferences, ensuring a focus on individual financial ambitions. Clients receive regular meetings to review progress, access digital tools for tracking investments, and the assurance of a diversified portfolio designed to protect against uncertainty. Ameriprise advisors hold various professional designations, reflecting their comprehensive expertise in areas such as asset management, estate planning, and investment fiduciary practices. Generated from the website