Welcome and thank you for visiting my website.
My associates and I strive to assist you in realizing your financial planning objectives by obtaining a thorough understanding of you and your family, by utilizing the wealth of resources available through AXA Advisors, LLC to customize and implement appropriate strategies, and by providing ongoing follow-up and service to ensure that your strategies remain current and on schedule.
Our areas of focus include:
Risk Management. We will present insurance strategies and opportunities for family protection, estate preservation and business planning.
Investment Consultation. With an understanding of your goals, your tolerance for risk and your time horizon, we will help you create a long-term investment strategy utilizing one or more of a variety of investment platforms.
Retirement Income Planning. We will utilize our resources to craft an efficient income strategy that takes into consideration your changing needs during retirement, as well as your legacy and estate objectives.
Executive & Corporate Benefits. We will customize a plan to help you maximize the risk management and retirement savings opportunities available to you as a business owner.
I encourage you to browse the many features and resources available on this website. For more information on how to best utilize this site, please contact me at 203.326.7356. I look forward to speaking with you soon.
Joseph V. Barbetta, CFP(R) is a Financial Consultant and Retirement Planning Specialist with AXA Advisors, LLC. Joe joined AXA Advisors in November of 2000. In March of 2004 he attained the CERTIFIED FINANCIAL PLANNERTM professional designation and in October 2006 was awarded the title of Retirement Planning Specialist by AXA Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania. He is a member of the Million Dollar Round Table and the National Association of Insurance and Financial Advisors (NAIFA) of Connecticut. Joe was raised in Rockville, MD and attended the Fairfield College Preparatory School in Fairfield, CT before obtaining a bachelor's degree in public relations from Marquette University in 1993. When not working with his clients, Joe volunteers as a legislative ambassador with the American Cancer Society's Cancer Action Networksm and as a member of the planning committee for the American Cancer Society's annual Gold Coast Champions Ball in Fairfield County, CT.