Axa Advisors

Sarit Brosh
Lake Success, NY

My name is Sarit Brosh.  Welcome to my website, where you'll find a wealth of information in the form of newsletters, articles, calculators and other tools-all designed to keep you up todate on financal issues, strategies and trends.

I focus on helping to develop financial strategies for individuals, families and business owners.  To help implement these strategies, I offer a variety of financial services and products including:

Life Insurance,  Annuities,  Investments,   Educational Funding,   Estate and Retirement Planning, * Long Term Care Insurance,  Business Planning Services, Disability and Health Insurance.

What separates me  apart  from other financial professionals is that I take  the extra time to really listen to my clients, discover their needs, help them by providing recommendations and appropriate strategies ,prioritizing thier financial goals and be available as their needs change throughout their lifetime.

By joining AXA Advisors, LLC, I am continuing my career in the financial services industry.  I have spent over a decade in the banking industry holding positions from Branch Manager, Credit Manager, Marketing Officer and Head of Domestic Private Banking. 

A native of Israel, I earned my Bachelors Degree  in Arabic Language and Literature and Special Education and  also received  Teacher's Diploma from the Bar-Ilan University in Ramat Gan, Israel. Committed to my industry, I attended and obtained multiple certifications and licenses to be on top of  insurance and investment products and regulations.   I am currently a member of the Long Island Center for Business and Professional Women, Independent Business Women Circle (IBWC), Israeli Business Forum (IBF), and served as a member of the Lynbrook Chamber of Commerce and the Five Towns Community Chest.  I have been a speaker at numerous  community meetings and financial seminars.  

I currently reside in North Woodmere with my husband and we are the parents of two children and the proud grandparents of two grandchildren.


I hope you take advantage of this website and visit it often.Be sure to add my site to your list of "Favorites" in your internet browser. I frequently update the information, and I wouldn't want you to miss any developments in the area of personal finance.

To learn more about me and the valuable work I can do for you, send me an e-mail, call me at the phone number listed on my home page or sign up for a no obligation appointment here on my website using the "Appointment sign Up" link. We'll work together to help you reach your goals.

Thank you for visiting.


 


*Funded with life insurance and other financial products


 
Newsletters

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

More Newsletters →