The Empire Branch - Helping You Build Your Financial Future

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Address:

AXA Advisors
350 Essjay Road, Suite 300
Williamsville, NY 14221

Phone:

(716) 626-2500

James Fox, CFP®

James Fox, CFP®

Financial Consultant

James Fox has been helping families and businesses achieve their financial goals since he joined AXA in 2010.  As a top advisor at AXA, he joined The BlackOak Group in 2013.

James holds a bachelor’s and master’s degree from the State University of New York College at Buffalo. He is a designated CERTIFIED FINANCIAL PLANNER™ (CFP®) and is licensed in the following areas: series 7, series 66, and life and health.  After graduating, he started his career at GEICO where he trained new agents and successfully helped develop the Buffalo branch homeowner’s department.

“I enjoy when I meet a family who views their financial goals as unachievable – only to find out that with strategies they haven’t seen before and with proper implementation, their goals are attainable.”

James’ position as a trusted financial advisor also helps him to:

  • Protect assets and legacies that families have taken generations to build.
  • Protect assets that businesses have built.
  • Help individuals pass on their legacy to family members and charities they care so much for. 
  • Identify “out of the box” solutions to address a client’s unique circumstance.
  • Help protect a client’s wealth while ensuring quality care as he/she ages.
  • Educate clients on the ever changing financial landscape and commonly misunderstood topics. 
  • Help business owners shelter money from taxes and educate their employees on their companies benefits and retirement plans.

James believes in the power of community involvement.  One of the ways he demonstrates this value is through volunteering to teach community education workshops for families on financial planning topics throughout school systems in Western New York.  James is also an avid supporter of community organizations such as Mikey’s Way and Make a Wish WNY.  He is an essential team member in helping to plan AXA’s annual day of service.

In his down time, James enjoys traveling throughout New York State, the country and abroad.  You might find him relaxing on the golf course or the exact opposite, partaking in adrenaline inducing experiences such as sky diving or bungee jumping. 

Industry Recognitions

  • Centurion
  • National Leaders Corps
  • B Class Advisor of the Year
  • D Class Advisor of the Year 

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (716) 626-2588
Fax (716) 631-4764
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck