Market Watch

May 28, 2012 @ 12:59 PM

Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01

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Karr Barth Associate

Welcome to my website! Please browse and learn! Feel free to contact me with inquiries.

James B. Dierkes, CPA, CLU, ChFC has been a financial consultant with AXA Advisors, LLC since 1983, where he has been recognized for his accomplishments as a top producer for the Eastern Pennsylvania Branch of AXA Advisors. 

He employs a defined process in working with professionals to identify their needs and goals.  He helps clients plan for retirement income, develop plans for business succession, protect what is important, and keep family assets in the family.  Jim focuses on helping you do this in a tax-efficient manner.

Jim has built his success on the belief that an informed client is a happy client, and a resource for future referrals.  Communication takes place in the form of monthly statements and annual reviews, monthly e-mails of financial information that is of interest to our clients, and timely responses to service requests.

Jim chaired a successful fund raising campaign that raised in excess of $1,200,000 in pledges for Saint Alphonsus parish in Maple Glen, PA, and was instrumental in the founding of The Friends of Immaculate, a fund raising organization dedicated to assisting The Immaculate Conception parish in Germantown, PA.

Jim and his wife have resided in Fort Washington, PA since 1969, and enjoy their summers at their house in Sea Isle City, NJ.



AXA Advisors and its affiliates do not offer tax and/or legal advice.


 


AGE-63839 (7/11)

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