Lawrence S. Axelrod CLU®, CLTC
Financial Services Professional
(585) 399-8313
(585) 423-9635 FAX
(585) 738-6320 Mobile
laxelrod@financialguide.com
Website
Background
Careers and lives can take interesting turns. No one knows this better than Larry. After graduating with a degree in accounting, Larry gained business experience while working in the family auto parts business for 15 years. When the business was sold Larry became attracted by the entrepreneurial aspects of working in financial services industry. He started in 1995 and joined Financial Architects in 1997 where he has since grown his business using the business experience gained from his early-career training.
Philosophy
“The foundation of my business is listening effectively to the needs of each client and helping them meet their financial goals,” explains Larry in describing what drives him. Most importantly, he understands also the needs of small businesses because he’s been there. His analytical skills, training and work experience have provided him with the tools to consider methodically all of the tax ramifications and financial underpinnings of each client’s life.
Larry’s approach to helping clients is unique. His inherent thoroughness and process-orientation skills are essential in assisting his clients in meeting their goals and objectives. Adds Larry, “My goal is to help develop creative solutions that match client objectives—real-world, practical solutions that make sense and then make it happen.” Follow up and attention to detail are crucial. As a result, Larry is constantly looking for new and innovative ways to exceed client expectations. “Insurance is all about protecting people and their families and businesses.”
Today, Larry works closely with a variety of clients including professionals and privately held business owners to help them navigate the full spectrum of financial choices in the market. He focuses primarily on insurance including life, disability income and long term care and employee benefits.
Personal and Professional Affiliations
When he’s not working with clients, Larry coaches youth basketball and enjoys playing basketball and spending time on the golf course. He has also been active as a board member with Gilda’s Club of Rochester, Jewish Family Service, Jewish Community Center and Temple B’rith Kodesh. He is a member of Society of Financial Service Professionals.
Larry and his wife, Lisa, live in Pittsford with their three daughters.
Insurance representative of Massachusetts Mutual Life Insurance Company (MassMutual). Lawrence S. Axelrod is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 600 Clinton Square, Rochester, NY 14604 (585) 262-5600.
