Charles J. Shaw

Charles J. Shaw

Financial Professional

My desire to help my neighbors, friends and family, and community as a whole, is the drive behind my practice. A healthy financial life is the bedrock of a healthy community economy. My contribution to that communal goal as a financial professional with Equitable Advisors is how I do my part. I’m a member of your community committed to offering a tailored approach to financial services and I invite you to reach out to schedule an appointment with me. The focus of my practice is developing meaningful and long-term relationships with my clients, helping them define their financial goals. I use custom approaches to client portfolios and pride myself on providing a high level of personal attention to my clients.

 

In my practice, I have a simple approach: helping individuals and business owners maximize their planning experience through a simple, yet thorough process. Some of those areas of focus are in Cash Flow Budgeting, Insurance products and services, Investments, and Retirement Accumulation & Distribution Planning strategies.

 

I have set up shop in my lovely hometown of Auburn, NY where I also reside with my beautiful wife, Stephanie. We'd love to get to know you.

California Insurance License #: 0K59707


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Financial Designs Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 315.246.2667
Fax 315.425.6360
LinkedIn