James Fox, CFP®

Phone: (716) 626-2588
Fax: (716) 631-4764
E-mail:
 

James Fox has been helping families and businesses achieve their financial goals since he joined AXA in 2010. As a top advisor at AXA, he joined The BlackOak Group in 2013.

James holds a bachelor’s and master’s degree from the State University of New York College at Buffalo. He is a designated CERTIFIED FINANCIAL PLANNER™ (CFP®)1professional and is licensed in the following areas: FINRA series 7, series 66, and life and health. After graduating, he started his career at GEICO where he trained new agents and successfully helped develop the Buffalo branch homeowner’s department.

“I enjoy when I meet a family who views their financial goals as unachievable — only to find out that with strategies they haven’t seen before and with proper implementation, their goals are attainable.”

James’ position as a trusted financial advisor allows him to help his customers:

  • Protect assets and legacies that families have taken generations to build.
  • Protect assets that businesses have built.
  • Help individuals pass on their legacy to family members and charities they care so much for.
  • Identify “out of the box” strategies to address a client’s unique circumstance.
  • Help protect a client’s wealth while ensuring quality care as he/she ages.
  • Educate clients on the ever changing financial landscape and commonly misunderstood topics.
  • Help business owners shelter money from taxes and educate their employees on their companies benefits and retirement plans.

James believes in the power of community involvement. One of the ways he demonstrates this value is through volunteering to teach community education workshops for families on financial planning topics throughout school systems in Western New York. James is also an avid supporter of community organizations such as Mikey’s Way and Make-A-Wish Western New York. He is an essential team member in helping to plan AXA’s annual day of service.

In his down time, James enjoys traveling throughout New York State, the country and abroad. You might find him relaxing on the golf course or the exact opposite, partaking in adrenaline inducing experiences such as sky diving or bungee jumping.

 

 


CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

121301(11/2016)(exp.11/2018)


Securities and investment advisory services 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.