• Text Size: A A A
Axa

Marshall R. Manoff
New York, NY

 

Marshall Manoff is a Financial Consultant with AXA Advisors, LLC located in the Midtown, Manhattan Office.  Marshall works closely with his clients to implement and monitor suitable financial planning strategies for the accumulation, preservation, and perpetuation of wealth.  He helps many wealthy families and businesses manage the various aspects of their financial lives.  Over the years he has built a competent team with a range of skills who are committed to building long-term relationships based upon trust and confidentiality.

Marshall’s core competencies lie in the following areas:

·                       Retirement Planning (IRA's, 401(k) Rollovers, & other retirement instruments)

·                       Asset Management

·                       Estate Planning Strategies

·                       Risk Management (Life, Disability, Health & Long-term Care Insurance)

·                       Group Benefits (Health, Disability, Life & Retirement)

·                       College Funding (529 Plans, UGMA's, UTMA's, etc.)

Marshall holds a Bachelor of Science in Finance and Management from The University of Delaware and also the prestigious Retirement Planning Specialist designation from The Wharton School at The University of Pennsylvania.  He maintains the Series 7 and 66 FINRA securities registrations, as well as Life & Health Insurance Licenses.  He has also been invited to join the prestigious Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity. 

Newsletters

Watching for Inflation

Fed officials eventually need to decide when to tighten monetary policy and raise the benchmark interest rate.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

Are You an Investor or a Speculator?

Investor or speculator? The importance of committing to a long-term strategy based on sound investment principles.

More Newsletters →

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lease Payment

How much would your monthly lease payment be?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Appointment Signup