Jon Schappell, AXA Advisors Financial Professional

40 Monument Rd #105
Bala Cynwyd PA  19004

Phone: (610) 660-4538

Jon Schappell, AXA Advisors Financial  Professional

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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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. [Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.] Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Facebook page does not necessarily indicate that this Financial Professional is able to transact business in your state. Jon Schappell, Financial Consultant and Retirement Planning Specialist, is not owned or operated by AXA Advisors or its affiliates.
ACS 96796 (8/14)



AXA Advisors, LLC (NY, NY 212-314- 4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/1hssApo

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Business Information


Parking: Parking Lot

Categories: Bank/Financial Institution, Local Service

Hours

Mon: 9:00 am - 5:00 pm
Tue: 9:00 am - 5:00 pm
Wed: 9:00 am - 5:00 pm
Thu: 9:00 am - 5:00 pm
Fri: 9:00 am - 5:00 pm



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