CONNECT

Address:

350 Essjay Rd, Suite 300
Williamsville, NY 14221

Phone:

1 (844) 434-7526

Nick Ludwa CFP®, CLU

Nick Ludwa CFP®, CLU

Retirement Benefits Group

Nicholas Ludwa is Certified Financial Planner™ professional and Chartered Life Insurance Underwriter.  Nicholas has been with AXA Advisors, LLC since 2004 and has office locations in Williamsville, Lakewood, and Batavia.

 

Nick takes pride in assisting all clients by helping them secure their financial future. Having

extensive experience in the financial planning process, Nick follows the six steps per the

Financial Planning Practice Standards and has helped many people with this

process over the years.  This knowledge spans from retirement planning to investment and insurance planning for both individuals and businesses.

Nicholas is also a certified Retirement Benefits Specialist through AXA Advisors, LLC, specializing in

403b and 457 plans. He currently holds FINRA Series 7 and 66 Licenses, as well as Accident, Life, and

Health Insurance Licenses.

 

As a graduate of Buffalo State College, Nick holds a B.A. in Economics and Finance. He resides in

Hamburg, NY with his wife Elise, and his son's Colten and Graysen.

 

CFP® and CERTIFIED FINANCIAL PLANNER ™ professional 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.


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.

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

Phone (716) 626-2562
Fax (716) 631-4764
Mobile Phone (716) 864-6667
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck