Francis Vitale

Francis Vitale

Financial Consultant, Retirement Benefits Specialist, Tax Sheltered Plans

Phone: 440-942-8863
Fax: 440-942-8873
Mobile Phone: 440-708-3290
E-mail:
 

As a financial professional with AXA Advisors, Frank Vitale utilizes a process of education and consultation to help clients work toward addressing their financial goals through customized strategies for each of his clients.

Frank provides retirement and financial services, wealth protection strategies, and risk management through a broad range of financial products and services. As a Registered Representative in the Retirements Benefits Group with AXA Advisors, LLC, he offers insurance and investment strategies through over 100 companies, through the AXA Network, LLC, and insurance-brokerage affiliate.

Frank obtained his FINRA Securities Series 7 Registration, and holds Life, Accident, Health and Long-Term Care insurance licenses in Ohio. Frank grew up in Chagrin Falls, Ohio and graduated from Saint Ignatius High School where he participated in wrestling and football. From there he went onto graduate from Ohio Wesleyan University where he majored in economics, minored in accounting and was a three-year starter on the varsity football team.

Frank works with individuals and businesses, and equally focuses his practice on providing wealth management services and retirement planning through 403b plans for school teachers and other eligible non-profit employees.

 


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.