We are committed to helping our clients work toward their financial goals for themselves, their families and their businesses by assisting them with strategies for asset accumulation, preservation and transfer.
Our Group... Ted Beal and John D. DeLiso have been partners since 1980 and together bring 55 years of experience in the financial industry to our group. Their performance and expertise has propelled them to win multiple company awards and honors. Both Ted and John are consistently ranked amongst the top financial professionals within the company and the financial industry. In addition to being financial professionals, John is a branch manager of one of AXA Advisors LLC most successful branches, and both Ted and John are members of The Retirement Benefits Group. The RBG, which is a specialized division of AXA Advisors, LLC, is dedicated to helping educators and non-profit organizations reach their retirement goals. Ted Beal Jr. has over 14 years of financial industry experience. Ted's performance and achievements have been recognized on numerous occasions by AXA Advisors, including being promoted to district manager in 2001. Robert Brueggeman has over 8 years of experience in the financial industry. He started his career with AXA-Equitable in 2000 as a supervisor in Broker Dealer operations for AXA Advisors, LLC and joined the Beal DeLiso group in August of 2005. Jonathan DeLiso has over 5 years of experience in the financial industry. His main focus is on retirement planning for public school educators. Allison Spiro has been with AXA Advisors since 2003 as recently joined our group as a licensed client relationship manager. Thank you for visiting our site. To learn more about The Beal DeLiso Group, AXA Advisors and the valuable work we can do for you, send us an e-mail or call us at 866-523-4768. You can also register for a no obligation appointment here on the web site using the "Appointment Sign-up" link on the left hand tool bar. We look forward to working with you and helping you reach your goals.
Our Approach...
First, we evaluate our client's present situation, in a one-on-one setting, to determine needs and potential strategies. In doing this we spend a considerable amount of time listening to our clients and getting to know them so we can truly understand their concerns, as well as their goals.
In the second phase, we help to design strategies aimed at working toward specific goals. We assist our clients in determining what type of investment(s) or insurance products(s) might best serve their financial needs, taking into consideration any tax break opportunities that may be available to them under federal tax laws. Easy to understand reports are generated to illustrate the potential outcome of various courses of action. The design phase is followed by the implementation of a comprehensive plan funded by products and services offered through AXA Advisors, LLC and AXA Network. The final phase of our approach is an ongoing one. We will review the plan periodically to ensure that your financial strategies reflect your current situation and anticipated goals. The review process will cover an analysis of plan performance, review of the plan design, adjusting the plan as needs arise, and information regarding current tax law changes.
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Welcome to The Beal DeLiso Group |
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Contact Info
Phone: 866-523-4768
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.
Beal DeLiso Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
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