Harish Chugh, a 27-year veteran of AXA Advisors, LLC, offers a wide range of financial products and services for high-net worth individuals, business owners and professionals. He focuses his attention on developing sound personal and business plans to help his clients achieve their short and long-term financial goals. Working with his clients, he reviews, analyzes, designs and implements estate and financial planning programs and wealth planning strategies based on their individual circumstances. Just some of the products and services he provides in meeting clients’ financial needs include:
- Wealth Accumulation and Preservation
- Estate Planning
- Retirement Planning
- Risk Management
- Asset Management
- Employee Benefit Plans
- Business Succession Planning
Harish recently earned the title “Retirement Planning Specialist” having completed the AXA Equitable At Retirementsm education program from The Wharton School of the University of Pennsylvania. The Wharton program was developed for AXA Advisors’ financial professionals to provide a higher level of preparation and knowledge to best serve the retirement planning needs of AXA’s valued clients.
Mr. Chugh is also a Qualified member of the Million Dollar Round Table and a member of the National Association of Life Underwriters.
In 1984 he was appointed to management and has earned many company awards and accolades for his leadership skills.
He is a graduate of Delhi University with a Bachelor’s Honor Degree in Economics and a Master’s Degree in Business Economics. He also did post-graduate work in international trade and worked for four years in that field before immigrating to the U.S.
Committed to his community, he currently serves as Vice President of the Herricks Community Fund and served as past Secretary of the India Association of Long Island. Harish and his family currently reside in Manhasset Hills, New York.
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