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

Matthew Merola

Matthew Merola

Financial Professional

As a financial professional, Matthew is committed to providing families and individuals with the world-class holistic financial planning that AXA Advisors is known for. Through a vast network of resources, combined with an integrated team-based approach, Matt is fully equipped with the tools to develop a personalized strategy that will guide you on the way to achieving the financial future you deserve.

Within his practice, Matt adheres to a client-oriented planning process, which is driven by the unique goals and concerns of each individual. It is his goal to educate and guide each client through this process so that he may offer pertinent recommendations based on a complete understanding of their personal financial situation.

Having lived in Syracuse his entire life, Matt has developed a deeply rooted connection to the city. As a product of the Syracuse City School District, it is his personal mission to give back to the community that raised him, and the people who live in it. In doing so, a few fundamental components of financial security he focuses on include:

  • Retirement Planning
  • Minimizing Taxable Income
  • Maximizing Investment Returns
  • Identifying Life Insurance Needs
  • Education Planning

 


Securities 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 (315) 425-6366
Fax (315) 425-6360
Mobile Phone (315) 708-5722
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck