I have known Brock now for a few years and he not only has been a client but he's also been a trusted source for me to refer clients to for financial advisory services. While he is based in the Bellevue area he is able to meet with clients in a variety of settings so it's not always necessary to make a trip to his office.
Most people haven't heard much about AXA in the United States but they are actually one of the largest financial services companies in the entire world. One thing that I really like about the firm is that the agents have a lot of resources available to them internally - meaning that there are employees with all kinds of backgrounds to help with your needs such as legal, accounting, tax, financial, and more.
Another cool thing is that they aren't limited to only products that their company produces. I've had accounts with Prudential and Wachovia and I can only buy products that they offer. So, I pretty much keep my accounts there to a limit of stocks.
Brock also is a really great guy. I like his no nonsense approach but softened with a wonderful sense of humor. You can't help but like the guy!
His contact info is as follows:
AXA Advisors
Brock Brady
10500 NE 8th St Ste 1600
Bellevue, WA 98004
Phone: 206-956-6254
Email: brock.brady@axa-advisors.com
Web: www.brockjbrady.com/index.cfm
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