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AXA Advisors

Financial Consultant

My name is Bob Terry. Welcome to my Web site. As an AXA Advisors financial professional and active member of the Poughkeepsie, NY community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills over my 36 year career, I’ve regularly attended industry training and certification programs. 

This includes completing the curriculum and passing the exams for the:

  • Chartered Life Underwriter (CLU) professional designation
    through the American College
  • Chartered Financial Consultant (ChFC) professional designation
    through the American College
  • FINRA securities registrations: Series 1, Series 7 and Series
    65

My academic achievements include:

  • A Bachelors of Arts Degree in Psychology from the Central Connecticut State University .

My education and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives.

Working together, we’ll formulate a strategy to help you address your goals. Then, if it is appropriate, as a investment advisory representative (IAR) of AXA Advisors, LLC, and an agent of AXA Network, LLC, an affiliated insurance general agency, I can offer you a variety of financial products.

My lifetime professional achievements include: 

  • AXA Advisors 2004 "Distinguished Service Award"
  • Million Dollar Round Table (MDRT) – Life Member, “Honor Roll”, Member, "Quarter Century Club"
  • Member of AXA Advisors presitgious “Hall of Fame” since 1989.

Maintaining a strong sense of community and a solid professional foundation are very important to me.

My community activities and professional affiliations include:

  • Past President of Society of Financial Service Professionals, Hudson Valley Chapter
  • Member, Central Hudson Valley Football Officials Association
  • Member, International Association of Approved Basketball Officials

Thanks for visiting. 

Newsletters

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A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

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Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

HOT TOPIC: Housing Trends – New Rules Could Revive Recovery

Current housing trends, the role of the government in the housing-finance market, and what changes could mean.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

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