My Services

I offer financial planning and advice for individuals, women entrepreneurs and businesses in the following key areas: investment planning, risk management, college funding, retirement planning*, and estate conservation.
My services are designed to help you answer the following questions:

How can I get more from my investments?
How can I reduce my exposure to risk?
How much money will I need to live comfortably in retirement?
Where would I like to retire?
Am I saving enough?
What is the best way to save for college?
How can I reduce estate taxes and preserve more of my assets for my heirs?
Do I have the right amount of life insurance?

*Retirement Planning includes Long Term Care Insurance that can be applicable, here in the US and/or elsewhere around the globe.

California Insurance License #: California License # 0F81630

Sarit Brosh is a registered representative and investment advisor representative who offers securities products and investment advisory services through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its affiliates, including AXA Network Insurance Agency, LLC (in California) and/or AXA Network Insurance Agency of Utah, LLC (in Utah). Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. Sarit Brosh is licensed to transact insurance business in the following states: CA, CT, FL, IL, MD, NJ, NY; and is registered to offer securities in the following states: CA, NJ, NY; and authorized to offer investment advisory services in: CA, NJ, NY;. The information in this web site is not investment or securities advice and does not constitute an offer.

Link to AXAonline.com