CONNECT

Address:

38083 West Spaulding Ave.
Willoughby, OH 44094

Phone:

440-942-8863

Adam Lulow

Adam Lulow

Retirement Benefits Specialist, Tax Sheltered Plans

Adam Lulow is a financial professional who provides financial strategies for wealth preservation, and estate planning through a broad range of financial products and services. As a registered representative with AXA Advisors, LLC, a broker dealer, Adam offers investment strategies to his clients from over 100 investment companies. Through AXA Network, LLC, an insurance-brokerage affiliate, he offers annuity and insurance products. He is FINRA Series 7 license, and he is life, health, and long term care insurance licensed. Adam earned his Bachelor's degree from Capital University. Adam works with individuals and businesses focusing on providing a wide array of financial services and financial education to help those who serve and build our communities meet their retirement needs - educators and staff in our public schools, colleges and universities; hospital and municipal workers; and employees of nonprofit organizations. His personalized approach helps clients chart a course for financial success, by giving them the information they need to help them strive towards retirement with confidence. Adam focuses on building a team to assist his clients in meeting their financial goals. Changing demographics violate markets and consumers' ongoing needs for financial products and services can mean exceptional opportunities for talented individuals. Adam looks for team members that possess characteristics including: high ethical standards, a strong team-player spirit, a dedicated work ethic coupled with the aspiration of financial independence, excellent interpersonal skills, an established network within the community, and the desire to help others build their financial future.

 

Adam currently lives in Painesville, Ohio area with his wife Stacey, son Dylan and daughter Grace along with their two dogs Sammy and Buddy.


Securities 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 440-942-8863
Fax 440-942-8873
Mobile Phone 216-215-2405
LinkedIn
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck