We are delighted to announce that The Business Strategies Group (BSG) of Southern California has joined our community.
The BSG of Southern California is a team of financial professionals formed to work with closely held businesses. Every day, they speak to business owners and from start-ups to companies that have lasted generations, they help identify new opportunities in their clients’ financial plans.
They listen to the key issues, concerns and obstacles that are most important to their clients, their partners and other trusted advisors. Then, they work closely with their client and their financial team to prioritize and implement strategies that build value.
· Business Continuity and Succession Planning
· Executive & Employee Benefits
· Company Retirement Plans
· Estate and Legacy Planning Strategies
There are BSG of Southern California offices located throughout Southern California as follows:
Orange County: 2050 Main Street, Suite 500, Irvine, CA 92614
Century City: 1840 Century Park East, Suite 300, Los Angeles, CA 90067
Los Angeles: 3435 Wilshire Blvd., Suite 2500, Los Angeles, CA 90010
Woodland Hills: 21700 Oxnard Street, Suite 1100, Woodland Hills, CA 91367
San Diego: 4370 La Jolla Village Drive, Suite 400, La Jolla, CA 92122
The primary contact for The BSG of Southern California is Ms. Julie Drogrez Lopez, Financial Consultant | Member, The Business Strategies Group of Southern California. A Division of AXA Advisors, LLC. Julie is based in San Diego and can be reached at firstname.lastname@example.org. California Insurance License: #OL86229.
We look forward to connecting with The BSG of Southern California team at upcoming MAPLE Business Council events. Please join us in welcoming our newest member to our cross-border community. For more information, please visit their website at www.sc.bsg-advisors.com/index.cfm
The Business Strategies Group is a division of AXA Advisors, LLC. Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. 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.
AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.
GE-2408729 (2/19) (Exp. 2/21)