Angela Anderson
- Role
- Retirement Benefits Specialist Financial Advisor at Equitable Advisors
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Angela Anderson
In the Spring of 2004, I started with AXA as a financial consultant assisting educators…
Experience
Retirement Benefits Specialist Financial Advisor
Jan 2020 — Present
I partner with 8 public school districts in Ohio to assist my clients in preparing for retirement by educating them on their state pension benefits, as well as helping them establish 403(b) supplemental retirement plans. My client base consists of:* younger employees, who are focused on starting their careers and learning to financially multi-task.* mid - career employees, who are curious to see if their investment plans are going to put them on course to a sound retirement.* near retirement employees, who are concerned with making the most suitable selections with their retirement benefit options, including survivorship, PLOP, social security, severance deferral, etc. Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. North Pointe Financial Group is not owned or operated by AXA Advisors or its affiliates. Equitable Advisors, LLC (NY, NY 21••••••00), member FINRA, SIPC, Equal Opportunity Employer-M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d Full
Skills
- Business Succession Strategies
- Financial Planning
- Wealth Preservation Strategies
- Tax Efficient Investment Planning
- Insurance Planning
- 401(K) Distribution Strategies
- Insurance Strategies
- Social Media
- Pension Distribution Planning
- 403(B) Distribution Strategies
- Estate Planning Strategies
- Tax Deferred Investment Planning
- Client Education
- Retirement Planning Strategies
- Ira Distribution Planning
- Estate Conservation Strategies
- Educational Planning Strategies
- Long-Term Care Planning Strategies
- Investment Services
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