AXA Advisors, LLC - Jerry Pawlowicz, MBA - a Retirement Planning Specialist providing financial services and financial options to clients in Western Michigan

Retirement Planning Specialist serving Kalamazoo / Battle Creek / Southwest Michigan

Hello, my name is Jerry Pawlowicz, and I joined AXA Advisors for the opportunity to provide sound financial guidance to families and small businesses to help them make educated decisions today that will affect their well being in the future.  I earned my MBA from the Kellstadt Graduate School of Business, DePaul University in Chicago with honors. I graduated from Miami University in Oxford, Ohio and grew up in Western Pennsylvania cheering on the Pittsburgh Steelers.
 
I am licensed and trained to offer investments and insurance products.  Learning about my clients' investment goals and their risk tolerance allows me to provide strategies to help them to build, protect, and provide income for their golden years.  My goal is to be able to provide a learning experience for my clients so that they know all the available options and assist them in making the choices to help them meet their goals and contingency plans.
 
My professional background includes over twelve years of B2B technology sales and consulting to Fortune 500 companies. I have worked for large corporations valued over $2.1 billion, midsize companies that grew to over $250 million, and startup companies that struggled to find investment funding during the aftermath of the tech bubble. I understand the demands and benefits of the various business ownership environments and the variety of benefits that are available. I have traveled extensively throughout my career collaborating with clients in twenty five states and most of the major cities in the United States.  This makes me appreciate different personalities and talents amongst people.
 
I lived twelve years in Chicago where I met my wonderful wife until we recently located to Southwest Michigan to raise our three children.  I believe in a strong balance between family and work and subscribe to the belief that life is a marathon and not a sprint.  Education is a vital part of my heritage and current practice.  I strive to be ahead on the best ideas and most appropriate and suitable products for my clients. I believe that the value of education is in the satisfaction of achieving your goals and being able to be a betterment to the community and my clients.  I volunteer my time with the The First Tee of Battle Creek and Junior Acheivement of Southwest Michigan.  I look forward to the opportunity to demonstrate my appreciation I have for each of the clients that I serve.
 
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Cost of Retirement

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Life Insurance

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Tax-Deferred Savings

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