Joseph Plourde 2017-06-06T12:50:00+00:00

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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.

TPS Financial is not owned or operated by AXA Advisors, LLC or its affiliates.

Joseph Plourde

 Partner

 

FINANCIAL CONSULTANT

TPS Financial
280 Bloomfield Ave
Verona, NJ 07044
Phone: (973) 239-8888
Cell:       (201) 370-2091
Fax:        (973) 239-8881
E-mail:  [email protected]

Professional Background

Joseph Plourde began his career with AXA Advisors as a Financial Consultant in July of 2000. In 2002 he was promoted to Vice President of the Northeastern Division of AXA with the responsibility of recruitment, training and the mentoring new financial associates. After spending seven years in that role, Joe decided to focus solely on his practice and working closely with his clients. In 2011 he joined TPS Financial as a Partner and has earned multiple awards and recognition as a National Leaders Corp and Centurion qualifier. Joe is passionate about working with his clients in risk management, wealth accumulation, estate and retirement planning strategies.

His process in completing a financial strategy consists of:

  • Analyzing your financial situation to develop a clear picture of your specific goals and needs.
  • Designing a sound financial strategy that takes into account the full range of needs you have now and in the future.
  • Periodically reviewing and updating your strategies, risk tolerance and making appropriate adjustments to keep your plan on track.

Joseph maintains the series 7, 66 and 24 FINRA securities registrations, as well as Life & Health Insurance Licenses in various states.

Investment Focuses

Upon joining TPS as a Partner, Joe focuses on Wealth Accumulation and Risk Management have become his priority.  He develops a clear picture with his clients of their goals and designs a sound strategy to help address needs that will arise now and in the future. Joe Plourde establishes a systematic review with his clients to continuously update their risk tolerance in the present market. This facilitates adjustments in Financial and Retirement Planning strategies to include the most current regulations and available vehicles for his client’s risk tolerance.

Personal

Joseph Plourde and his family reside in Emerson, NJ. He prides himself on his community activities and values the time he spends with his wife and two children.