About Us

Gregory Rexford

Financial Professional
Phone: (703) 205-0361
Fax: (703) 650-0698
E-mail:

With over 20 years experience in the financial services industry, Greg helps individuals and families to build and implement strategic retirement plans.  He is the founder The 3-Tier Retirement Strategy™ which provides a strategic asset allocation approach to retirement planning.  The approach provides protection, growth, liquidity, and income through all market conditions.

Greg provides clients with access to a wide selection of products and investment funds which can be personally selected to meet individual portfolio goals.

The planning process begins with a complimentary consultation to discuss your current situation and determine your personal financial goals.  After establishing your priorities he begins structuring a portfolio to help you meet your needs.  Throughout the entire process you will work together to make choices before implementing any decisions.

Greg has earned: FINRA Securities Registration 6, 63

 

 

 

California Insurance License #: 0M46601

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (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 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.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck