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Address:

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

Phone:

(716) 626-2500

Steve Glamuzina, CFP®

Steve Glamuzina, CFP®

Retirement Planning Specialist

At Retirement Group

Steven Glamuzina is a Financial Consultant with The BlackOak Group. He joined AXA Advisors, LLC in November of 2008 after graduating from the State University of New York at Buffalo with a Bachelor of Science degree in Business Administration from the School of Management. During his tenure at AXA, Steve has worked in various areas of financial planning such as retirement planning strategies, life insurance, college funding, investments, professional money management platforms, long-term care insurance, asset allocation, and estate planning strategies.

Steve is CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Chartered Financial Consultant (ChFC®). He also holds the title of Retirement Planning Specialist which was awarded by AXA Advisors, LLC, based upon the successful receipt of a Certificate in Retirement Planning  from  Wharton . Other credentials include life insurance and health insurance licenses and FINRA Series 7 and 66 registrations. Steve is also a public notary.

Steve resides in Buffalo with his wife and three children. Outside of work, he enjoys spending time with his family and serves on the Finance Council for Saint Gregory the Great Parish. He has helped orchestrate several golf tournaments for the “Make-A-Wish” and “Mikey’s Way” Foundations with the BlackOak Group.  Steve enjoys volunteering at his children’s school and helping with the National Parkinson’s Foundation of WNY Annual Auction Event.

“I truly understand the hard work and many hours my clients put in to earn their money. I take great pride and responsibility in helping them strive to make that money work hard for them. I work with individuals, families, and businesses, helping them identify and lay the proper foundation to reach their financial goals. I can utilize resources at AXA Advisors, LLC to design appropriate and suitable financial portfolios for my clients. I focus on long-term relationships with our clients based on respect and mutual trust.”

AXA Advisors Recognitions

  • Centurion
  • National Leaders Corps

 

 

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.

 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

California Insurance License #: 0G89247


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) 626-2515
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