Lisa Konefal's Contact Details

Lisa Konefal's Company Details

Net Worth Management Group

Morristown, NJ, US • 20 - 49 Employees
Financial Services

Our firm's collective capabilities and experience, together with our team approach, allows us to assess and offer you a wide-range of financial products and services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients. The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. Associates of Net Worth Management Group can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:• Retirement Planning• Business Planning• Estate Conservation Strategies• Fixed and Variable Annuities• Variable and Traditional Life Insurance• Disability Income and Other Insurance• 401(k) and other Company Sponsored Plans• Asset Management Accounts• Mutual Funds• Education Planning• Wrap Fee Accounts• Deferred Compensation Programs• Buy-Sell Plans• Life Insurance for Key PersonsAXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of AXA Advisors, LLC.] Net Worth Management Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information Disclosures: http://go.axa.com/20pZ8pWAGE-127164 (6/17)(Exp. 6/19)