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May 27, 2012 @ 12:30 PM

Dow Jones Industrials 12,454.83- 74.92
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S&P 500 1,317.82- 2.86

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AXA Advisors

Nick Georgiton

Financial Consultant

I entered the financial services field to help individuals and businesses make intelligent decisions about their money.  I have extensive experience in the business world.  Over the past 25 years, I have successfully owned and operated four different businesses.

 

My knowledge of the business world, my education in finance, and understanding of financial services and products allow me to offer financial services for my individual as well as business client.  I enjoy working together with my client to understand what is truly important to them about their money.  I help them identify their financial goals and understand their risk tolerance.  Only then can I make recommendations to help them address their financial goals.

 

I received my Bachelor of Science Degree in Finance from Miami University in Oxford, OH.  I also did a one year Study Abroad program at Deree College in Athens, Greece.  In the financial field, I have obtained insurance licenses in Ohio, Kentucky, and Indiana as well as; FINRA securities registrations Series 7,63,65.

 

Locally, I am an active member of Harrison Kiwanis and Harrison Odd Fellows.  I also serve as treasurer of Holy Trinity St. Nicholas Greek Orthodox Church. 

 

Newsletters

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

More Newsletters →

Calculators

Cost of Retirement

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

Risk Tolerance

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Contact Info

Phone: 513-762-7730

nick.georgiton @axa-advisors.com

Local Office | Branch Office


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