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January 28, 2012 @ 07:34 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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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

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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Calculators

Lease Payment

How much would your monthly lease payment be?

College Funding

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

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

More Calculators →

Contact Info

Phone: 513-762-7730

nick.georgiton @axa-advisors.com

Local Office | Branch Office


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