Market Watch

September 10, 2010 @ 07:18 AM

Dow Jones Industrials 10,415.24+ 28.23
Nasdaq Composite 2,236.20+ 7.33
S&P 500 1,104.18+ 5.31
Russell 2000 634.62+ 0.37
NYSE Composite 7,034.37+ 34.43
AMEX Composite 1,949.17+ 0.27

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My name is Bill Roberts and welcome to my website.

I am an AXA Advisors Financial Consultant and member of AXA Equitable's Retirement Benefits Group.  My practice focuses on retirement funding and financial strategies for both individuals and families.  I also provide retirement benefits services for several school districts and non-profit organizations across the state of Michigan.

I began my career with the organization on July 1, 1997, and have attended industry training and certification programs on a regular basis in building my business practice.  I have been recognized for my accomplishments as a top producer for the Retirement Benefits Group, of AXA Advisors, LLC, and as a member of the Sterling Group - an elite group of AXA Advisors financial professionals.

  • I am an Investment Advisory Representative and Financial Consultant of AXA Advisors LLC.
  • Certified by AXA Advisors as a Retirement Benefits Specialist of Tax Sheltered Plans.
  • As a Retirement Benefits Specialist in the Retirement Benefits Group, I focus my business on retirement planning for educational/nonprofit organizations and businesses.
  • FINRA Registrations include: Series 6, Series 7, Series 63, and Series 65.
  • Chartered Financial Consultant (ChFC) professional designation of The American College
  • A Bachelor of Arts degree from Wayne State University in Detroit, MI.
  • Offices in Troy, MI and Livonia, MI.

My wife, Jamee, and I, along with our three children, Noah, Emma and Makenna reside in Rochester, Michigan.

Newsletters

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

More Newsletters →

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Contact Info

Phone: (248) 641-2653

william.roberts2 @axa-advisors.com

Local Office | Branch Office