Serving Greater Pittsburgh & West Virginia

CONNECT

Address:

310 Seven Fields Blvd., Suite 161
Seven Fields, PA 16046

Phone:

724-766-7200

James Stewart, CLU

James Stewart, CLU

Consider an Alternative Gift !

529 Lesson Plan: High Scores for 529 College Savings Program

Looking for a tax-advantaged college savings plan that has no age restrictions and no income phase-out limits — and one you can use to pay for more than just tuition?

Consider the 529 college savings plan, an increasingly popular way to save for higher-education expenses, which have more than tripled over the past two decades — with annual costs (for tuition and fees, and room and board) of more than $39,500 per year for the average private four-year college. Named after the section of the tax code that authorized them, 529 plans (also known as qualified tuition plans) are now offered in almost every state.

Click Here for all the information you will need when considering your College Savings needs.  Then contact me @ 412-392-2639 or email me for a quote @ james.stewart@axa-advisors.com

I provide my clients with a local and personal financial services relationship that is supported by AXA Advisors, LLC, a nationwide financial services organization.

I have been providing financial services and products to clients for 30 years with organization such as PSERS (Public School Employees Retirement System).

I am a native of Pittsburgh and have lived in Pittsburgh all my life. I hold the designation of CLU, a Professional designation from the American College. I am a Associate Financial Planner with AXA Advisors and I have earned a BS in Marketing from Robert Morris University.

 

California Insurance License #: 0H23166


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

Phone 412-392-2639
Fax 412-392-2996
Mobile Phone 412-759-6444
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck