Mr. Schappell has developed a financial services business which focuses on small business owners and individuals seeking to achieve insurance and investment goals. He works with clients to prepare
for retirement, develop strategies on how to
protect and accumulate their assets, and plan for the transfer of wealth for future generations. He helps clients take a forward thinking approach towards achieving goals and helps provide them with the motivation to take action.
For small business owners, Mr. Schappell’s services extend from providing the full range of employee benefits (including group benefits, qualified retirement plans, and deferred compensation programs) to developing business succession planning strategies for their families.
Mr. Schappell brings more than 15 years of strategic business planning experience to his financial services business. He currently resides in Collegeville, Pennsylvania with his wife and two daughters.
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ACS 96796 (8/14)
AXA Advisors, LLC (NY, NY 212-314- 4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/1hssApo