Equitable Advisors Reviews (2025)

Review:  Independent, Don’t work at equitable but have sold/serviced their products and it is the worst experience I’ve ever had. Will never sell another equitable product again. Terrible customer service for the clients can’t imagine what it’s like as an advisor

Review:  This is the worst financial company I’ve ever encountered. I’ve faced countless problems just trying to log in. Every time I attempt to access my account, I receive an error message. When I call customer service, they simply tell me they’ll get back to me in 2-5 days without even asking for an error code or any additional details. It’s always just, "I’ll have to look into it..."

The only way to roll over funds is by downloading forms after logging in, which they make nearly impossible! If you decide to close your account, they’re more than willing to take a 20% fee and send you the necessary forms via email immediately. This has been the absolute worst financial company I’ve ever dealt with. I’m relieved I stopped contributing within a few months, but retrieving the small amount I did invest has been like pulling teeth.

Review:  I spent 15 minutes on hold after a bot directed me to press various buttons to reach the right department. Once I finally connected, the representative couldn’t assist me and had me spell my last name letter by letter three times. I was sent to another department and had to wait in the queue again. The next person answered without understanding my issue, and I listened to him make various noises for about five minutes before he finally heard me saying “hello” repeatedly. Although he had my information in front of him, he claimed he couldn’t help and said he would redirect me to tech support. A bot continued instructing me to press different buttons, which I followed, only to be told my request couldn’t be processed. In total, this took 40 minutes and led to nowhere—not even a callback.

Review:  Dealing with Equitable Advisors, LLC has been an absolute nightmare. From our advisor to most of their customer service team (except for Christopher), everyone has been unprofessional, ill-prepared, and uninterested in acting in the client's best interest. They have held our funds hostage, and despite six months of attempting to transfer our money and three months of relentless calls to speed up the process, we have seen no advancement.

Their customer service offers no valuable information beyond what’s barely available on their website, and they only manage paperwork through mail or fax, which inevitably gets lost. My request to close the account remains unresolved after six months, and their inability to verify any documents raises serious doubts about their competence. If possible, I would rate them zero stars. Steer clear of this company at all costs.

I fully expect this company to declare bankruptcy, leaving us without our hard-earned money and forcing us to join a class action lawsuit where thousands of clients will share similar stories of negligence.

Their business model appears to target teachers who are “naïve,” making it impossible to withdraw or transfer funds, holding the money hostage for as long as possible until the business collapses and can seek bankruptcy protection. The SEC should investigate.

Review:  I have never had such a terrible experience with any company in my life. Choose literally ANY other company besides Equitable to manage your investments. My advisor is Jacobie Greene. I contacted him on August 28th, 2024, to withdraw from my 403(b) after having a baby and leaving my position at Brevard County Schools. He called me and assured me it would be simple and quick. However, as of December 30th, 2024, no progress has been made.

First, he provided me with the wrong forms to complete. Then, because I went through quick enroll, I had to wait until mid-October to meet with him to sign the paperwork. He promised to send the necessary documents that same day. Every time I reach out to Jacobie, he doesn't respond or return my calls. He directs me to his secretary, requiring me to send a follow-up email each time just to get a response. Customer service claims they never received the signed paperwork from Jacobie. He still refuses to return my calls or acknowledge or apologize for how poorly he has handled this situation. My taxes will be negatively affected since I clearly won't receive the withdrawal within the year of my qualifying event. I was hoping to have this money for the holidays as a first-time mother who recently left her job.

Everyone I contact at this company gives me different answers or hangs up on me after keeping me on hold for 20 minutes. I have cried at least half a dozen times out of frustration because of this ordeal. No one helps me, and my "advisor" does nothing but give advice. I'm completely on my own, bouncing from employee to employee with no one offering a solution. This is truly the most incompetent company I have ever had the displeasure of doing business with. I will ensure that everyone at Brevard Public Schools knows to choose literally any company but Equitable for their investments.

Review:  This company is CRAZY unethical (and more likely illegal).

In the biggest stock market bull run EVER, my accounts LOST A LOT OF MONEY! How can that be possible with all the knowledge these supposedly "financial advisors" have?

More likely this is what is happening. The "financial advisors" are charging all of their lifetime expenses to the customer accounts for fictitious business reasons - that money is being sucked out of the customer account - and all the funds the customers buy are in cohoots with Equitable and do not help the customer but puts more $$$ into this horrible company. Then...hit the customer with an astronomical "surrender charge" on their own account! Also, the obvious delay tactics (how long can they get away with claiming a signature wasn't received on a document?) for sending money back to customer is to earn MORE INTEREST for this terribly unethical company on these existing accounts.

Come on - this unscrupolous behavior is painfully obvious -someone with integrity should immediately suspend all operations of these thieves and let the government do a thorough investigation. This is the worst scam I have ever been subjected to!! OUTRAGEOUS

Review:  I have been trying to get my 401K rolled over into a different account since end of November 2023, and they have been dragging out this process. It's been about 11 weeks of back and forth. It's STILL not resolved, and they keep making me fax paperwork to my former employer. They even took $3000 out of my retirement account during this process. I would definitely NOT putting your money into any of their accounts.

Review:  Over 5 years ago I took out an educational savings plan for my daughter with monthly automatic withdrawals. I trusted the agent which was a big mistake. My other mistake was not carefully reading and understanding the contract. The agent snuck in an insurance policy on my daughter at an absurd rate so that 25% of my monthly premium was going to pay insurance only. I never agreed to any insurance on 2 year old! After 4 years of very negative returns due to the overpriced policy that finally dropped off, the agent refused to admit any wrong doing. Then after trying to cancel the automatic top off, with a charge per month by AXA of course, they said they could not do and the only way to stop was to cancel the entire account. What???? I will never trust this company again and neither should anyone else.

Review:  AXA CUSTOMER service is a joke. We have been trying to get a refund on an annual premium that was ACCIDENTALLY paid twice on 12/27 and 12/31. We cannot reach a single person who doesn't want to sell us something else. We waited on your phone line for at least 30 minutes for assistance on multiple occasions. We will have no option but to report this to the attorney generals office and file a complaint. This company is awful

Review:  Don't be fooled by the 8 fake reviews all posted on 3/1/18. This company and their insurance brokers will rob you blind. Don't fall for their sales pitches because the reality is they're selling you products they earn a commission on and almost impossible to get out of without giving them more money.

Review:  Run, Run as far away as you can get from anyone connected to AXA advisors! The negatives are to long to even start to list here! AXA has numerous lawsuits against them, if anyone is interested start digging!

Review:  Please listen to me and don't make the same financial disaster mistake I made by "investing" with Axa. These insurances agents are not fiduciaries and do not have your best interest in mind when selling you their products.

At age 27, I (thought) I needed help setting up retirement accounts when I became an independent contractor so I asked a "friend" who was in the business for help. At the time I didn't know how these insurance salesmen (masquerading as financial advisers) were paid and I thought my friend was helping me. My Roth and 401k assets at Vanguard were transferred into Roth and SEP Annuities, I was sold a Variable Universal Life (VUL) policy (instead of low cost term insurance) and (to consolidate my accounts) I moved my brokerage account to Axa as well.

For four years and a half years I ...
• Paid 4% commission on all contributions plus $100/month in administration fees for VUL policy.
• Paid 2.5% asset under management and mutual fund fees on both the Roth/SEP annuities and on the investments in the VUL policy.
• Paid 3% commission buying Vanguard ETFs (that I picked on my own).

When I discovered I made a huge mistake, I decided to close all my accounts except the VUL.
• Closing the VUL would result in a surrender charge of $15,500 on total premiums of $22,000 so I left the account open and will continue to let them withdraw $100/month on a $600,000 life insurance payout as well as take their 2.5% AUM fees. (Typical term insurance for a 27 year old is in the $20-30 range per month).
• 6% charge on all assets in the SEP and Roth accounts for closing both accounts.
• $135 for transferring the assets in the SEP/Roth to Vanguard.
• $125 for transferring the assets in the brokerage account to Vanguard.

Currently, I'm sitting on a $36,000 loss for "investing" with Axa over 4.5 years while another $6,000 is slowing dwindling away each month in the VUL. In my calculation, I used 1.5% for AUM fees and subtracted the cost of term life insurance to get a more accurate number.

Lastly, I should have been investing in a Individual 401k which would have allowed me to contribute a greater amount each year (saving myself from paying taxes) and I should have been doing a backdoor Roth IRA each year but since my "adviser" couldn't sell me an Individual 401k or make money on backdoor Roth contributions, I was never informed of this.

For the last time, please please please do me a favor and avoid Axa as well as any other insurance company. Make sure you ask the adviser if he is a "fiduciary" and ask how they get paid.

Review:  Pursuing an attorney now. THIS IS THE MOST CORRUPT COMPANY I HAVE EVER DEALT WITH!! I had a 35k annuity for 15 years that NOW they tell me is going to pay $270 a month? They try to claim its a good deal because it is for life. Um Yeah- if I live to be 200! Another account is somehow down value over last 10 years during bull market (Hard to tell if it is performance or fees - company hides this info) I cannot believe this company has not been shut down. It is literally as simple as you put money into their system....it loses value...you try to get money back ...They stall, hesitate, lie and then (if you are lucky) you get SOME of your money back less a BIG termination fee; (MY equitable contact stated I would not be charged a termination fee then called something else!). *** RIPOFF ALERT ***

Review:  I lost my life savings with this company after being sold a garbage annuity that continually went down in value along with a fund that was supposed to protect against market drop but lost value anyways. On top of that - ridiculous fees. and then a fee when withdrawing money!!! HOW IS THIS COMPANY IN BUSINESS???? Lost friendship with my broker that lives in a prestigious condo thx to scheming of friends and family's money, This company should be put out of business and forced to reimburce scammed customers.

Review:  I did not do my research. Trusted them because the school let them in. They are absolute thieves. Ask for a copy of the contract and carefully review it before making any commitment with these con artists.

Review:  Family Leave benefits. Tax time came around & I had not received my ****. I had to call them 6 different times between them and my HR because ********* refused to acknowledge that they were responsible for it & kept putting it on my company. That got resolved & it was them. Then told to wait 10 business days to get it in the mail, never got it they said it mustve gotten lost so theyll send it back out. I waited another 10 still nothing. I called back reasonably annoyed and Was told it was never in the mail even though I was clearly told that it was they even admitted that. They try to tell me it was under a $600 threshold so they werent responsible to give me that information. Mind you this is my information I can request at any time. The lady said that she would put in a request to have it emailed to me because I am requesting it. That should be obvious at this point. I got a call back this morning after leaving lengthy messages on my case representative voicemail stating someone needs to call me back. She gave me the biggest attitude & actually told me she was not allowed to email it to me because it was under that threshold and she does not know how else to explain it to me & that she will have her supervisor call me. Within 10 minutes she called me back & stated that she was allowed to email it to me she just needed my email & then I got it in 3 minutes. The kicker is two Fridays ago because it took me a week to get her to call me back she herself left me a message stating that she was not able to email it to me but you call back & A different representative could Which makes no sense because she is the one assigned to my case. It has taken Nearly a month to get my paperwork that took minutes to deliver. My taxes are done yet on hold because my person needs this paper. I am recovering with a newborn & was blatantly lied to several times in hopes I would go away.

Review:  it took forever to talk to someone, they adjusted my monthly rate without asking, I requested a stop payment but wasn't informed that they couldn't stop the current one because even though my date is the 9th they actually do the work on the 6th and I called on the 7th. No one told me things happen on the 6th, everything comes out on the 9th. Screw this cheating POS company

Review:  Paid into this company life insurance for 30 years. Dropped my wife and I when we retired (even though our union and we paid in all those years). Said too many retirees and no profit for them now. Real nice.

Review:  Worst customer service ever. Completely useless once you become a client. Trying to do a rollover to buy back pension time with the state of New Jersey. All other advisors take care of it by contacting the state pension administrator and getting everything in order. Not AXA. Even state administrator shocked I left to do all the work as a client. Then AXA only accepts paperwork by fax and no matter how many times you send it and get a confirmation they claim not received. Still, they won't give you any other option. Definitely switching to another company after all this.

Review:  Customer service people have given me many different answers every time I called in when trying to take a withdrawal of my money. Misinformation quite a few times. I took all my money out and closed my account. I wish I read these reviews before I opened an account with them. Highly do not recommend ever.

Review:  I cannot count how many times I've tried to move my money with Equitable. The Fidelity advisor I'm currently working with has never seen a form that requires so many signatures not to mention the timeline they give to do so before the form expires. I'm at the point where I'm considering suing for my money and the loss of potential gains from them keeping my money for 6 years now.

Review:  I tried calling my Financial 'professional' and other numbers many times to no avail. Despite leaving my name and number as they request in their voicemail, there was never a return call. The contact center number is in India and the connection was horrible so I had to hang up both times. Terrible customer service, I am looking into moving my money.

Review:  Have you ever watched the Friends episode where Ross and Chandler try to get out of their gym membership and bank but the two places make it so hard they think they never will? That’s exactly what trying to get YOUR money out is like. AXA Equitable is the scam business of the investment world. My initial advisor, ALEX CRAMER was awful. He speaks a very convincing game and follows up with no action. It was hard to get a hold of him some of the time and he did the bare minimum to help.

When I was so tired to them and wanted to move my money, I had to jump through so many hoops it took over 2 months to move my money! They invented one new issue after another. Alex basically said he couldn’t help with anything so to contact customer service. Each customer service representative had a different answer to the questions I asked. A lady named BRITTANY LANCTO also talked really big about helping me and promised to call me the next day with information. And of course, she did NOTHING. Ignored my calls, didn’t respond to my email. Finally, I called customer service again. When the gentleman I spoke with got in touch with Brittany she called me LYING that she’d tried me multiple times. So apparently she was the only one who called me that day where my phone mysteriously didn’t ring or show me a missed call.

The only shining light in this absolute train wreck of a business was the final person I called who gave me his email and contact number and followed up for days to get my money to me. His name is CHRIS MARKER and he deserves a promotion and pay raise for the incredible job he did. He was honest, truly cared abt doing a good job and went above and beyond to work on my behalf and keep me updated. I am forever grateful for him.

Stay far far away from this scam. I wouldn’t trust this place with anything, much less my money. I’m so glad my money is finally out of this awful place.

Review:  I am done wasting time with Equitable so I will not spend time here documenting the unprofessional and maybe even illegal/corrupt actions visited on me (there are many and wide ranging).

Review:  had accounts with them for 15 plus years and finally had enough. every time I go to ask for an explanation of their fees I get the run around and no answer. You can’t see the expense ratios or fees charged on your quarterly statements either but the website was fairly good to use. The only time I got timely follow up from then was when I signed up and when I wanted to increase contributions. When I finally decided to move the money elsewhere, they went ultra quiet and didn’t respond to anything. I was told the forms to move the money had to be mailed to me. Not true since someone at the local branch was able to send them. My advisor never reached out or tried to contact me and didn’t return emails. Luckily his secretary helped or I would have no idea what to do. The 800 number was terrible to deal with. Got transferred multiple times and nobody could give answers. In all, it took about it me month to move the money to new accounts. glad it is over.

Review:  They must be paying off state officials. I can’t believe state government would allow such a dishonest, difficult firm to do business with state employees.

Review:  For various reasons I have transferred funds from one account to another multiple times. Attempting to close out the Equitable account to transfer to another IRA is a disaster. They insist on accepting ONLY their form which is confusing and requires information not applicable. Equitable truly sucks. They have nothing special in the way of investments, so find someone else to invest with.

Review:  What should have been a simple 403b rollover to an IRA turned into a nightmare - Equitable made it the longest, most tedious process possible, AFTER investing me into funds with ridiculously high expense ratios which prompted the move. Equitable makes nothing easy, their phone staff doesn't understand finance at all, and they are truly out to make money at the expense of the investor. Highly recommend putting your money ANYWHERE else

Review:  As stated above, I can pretty much copy and paste issues that everybody else is having here. I've been trying to roll over my investments into a different company to avoid the ridiculous fees that AXA charges and customer service issues. I'm still having problems getting my money 5 months later. All of my alleged contacts and customer service at AXA refuse to help me and actually cancel my appointment requests. The new company and I have sent the forms multiple times but get no response, or are told that they have expired before they have been able to be processed. So we fill them out again, resubmit them in a variety of methods, and continue to have the problem. Beyond that, the company is disturbingly unorganized. I had to submit the paperwork for my husband to be added to my account and be able to speak on my behalf every few months, after claims that they never received it, even though I was on the phone and got confirmation each time. Honestly, at this point, if this last attempt to get my money fails, I'm not sure what other options I have besides beginning legal proceedings.

Review:  I regret I got involved with this company as a result of inexperience. Thank God I didn't let them talk me into buying more products. Once I signed 2 contracts, I was no longer of interest, unless it was to try to talk me into buying another product. My experience with them is as follows. No one calls you back, no matter how many messages you leave. If you get lucky enough to catch your advisor, good luck getting the form you need. In my case I was trying to get him to send me a form for about 2 months. He promised to send it the day of the request or the next business day at the latest. Yeah, right. He ignored my attempts to get the darn form, although one time he responded that he's on it, but having some personal problems and asked me to be patient. I thought I was, but for 2 months?! If he can't perform his job, someone else at AXA should do it, a client shouldn't be affected by it. How hard is it to e-mail a form? Finally the advisor sent me, the "valued customer", a generic message that he is leaving the company, still no form, no apology for being unreachable, for empty promises, and naturally no call back from anyone. I've been with AXA for many years because I was reluctant to switch, and have had many advisors. This is their typical customer service, so to speak. Don't get involved with them, you'll regret it as many people have. Otherwise get ready to be overcharged, ignored and lied to. I can't wait to retire soon and get out of AXA.

Review:  I actually could copy and paste segments of all the negative reviews. Everything I read above is exactly my experience. I have been with Equitable for 10 years until today! Thank God! The misery finally ended. For the past 5 years my advisor was completely unresponsive. He tried to connect me with a different advisor since he was mostly retired. But, he failed to make the introduction and gave the guy my email, name, address and cell without my knowledge or consent. The new guy wrote me a letter which wasn't even on letter head. It looked like a scam to me.
I couldn't get out of the contract so I hung in there never being able to connect with the advisor. He must have been golfing. The website is useless. It doesn't allow you to do anything; it just pushes you back to an unresponsive advisor. Finally I could make the transfer out. It took two months. During the process the customer service was awful. Once I asked to speak to a supervisor and she said they would call me back but they never did. I have to say I did speak to a few good people who would tell what I was missing to complete the transaction otherwise they didn't tell you what was missing until nothing happened and I had to call back once again. When you are on hold, the recording tells you how important you are as a customer. It's too bad they don't treat you that way. Choose a different company.

Review:  Had the dis-pleasure of working with Zhihong Shen also known as Grace Shen. She was one of the people who worked at State Farm, Nation Wide and now she is currently at Equitable (AXA). She is supposed to help you complete your healthcare paperwork as well as medical insurance applications and enroll in Marketplace plan. I highly recommend to NOT do business with her. You will see your money drain without any sort of assistance.

Her work ethic does not represent the amount of time she had put into getting her license or school to become a broker/agent/advisor. I hired her because she is bilingual and was able to speak both English and Chinese. She was very nice at first, but then once she started to collect your money, she stopped doing her work.

My family has worked with her for 10 years, since she's first started in this business. We were with her when she worked at State Farm and then when she went to Nation Wide. Again, nice at first, willing to do the job, helped with the English barrier. She will up-sale certain insurance (not sure if this was because she was getting any commission for it, but she hooked a lot of my family members into this). The reason why we have been with her for so long, because you do not really need a lot of assistance after you have started your insurance. However, once you NEED her for something, she is not responsive.

Today we finally cut ties with her. I closed out my ROTH IRA that I had set up with her a few years back. I called her about this process and she gave me a phone number that turned out to be a call center. Basically, I got the run around without any assistance from Grace. She did not even try to assist with this process, but wasn't that her job? I have been paying her for over 10 years, a monthly withdraw from my account. She failed to mention to me when she left State Farm, so that was another run around I had to figure out myself. There was no form of communication from her in regards to that. I can go on, but this is becoming a novel. In the end, I do not recommend going with Grace Shen (CRD #5670106). She is not helpful and only money hungry.

Review:  I believe there is a discrepancy between the contribution sums on the 1099R AXA sent me and the last Quarterly Account Review. I called AXA twice and the fellow I talked to each time promised to email me an explanation within 3-5 business days. The explanation never came. I know I talked to the same guy both times because he was very hard to understand due to his accent. I spent a lot of time re-explaining things to him and asking him to slow down, but still no results.

Review:  I have been trying to rollover my account from AXA for 14 months. They keep making excuses why they can't send it out. There "Customer Service" people are rude, uniformed and simply will lie to you. When you call them out on it they simple hang up on you.
I truly think they are trained to lie and be deceitful to customers.
Looks like the only option I have is to take legal action against the company.

Review:  I was feeling overwhelmed about the investment process as I sat down with with a couple of brokers that my sister had recommended. I'm in Buffalo, NY. I talked with two brokers for a total of 8 hours on 2 separate occasions! I spent hours here today reading these complaints and many of the stories are similar to what I experienced. The guys seemed great, but I had no idea what they were setting up for me or what the fees were! Discouraged by this I fortunately decided against investing with them. My gut told me something was off. I just rolled CD's and Let my deferred compensation sit in stable as I was spooked out of the market. Now that 4 years have passed with such small growth and with the recent market crash I decided to manage my own money. I rolled my retirement into an online brokerage where I can pick my own investments, with little to no fees. NO ONE will look out for your money better than you. God bless anyone who was taken by this company. I can't even ask my sister about her experience as she has recently passed. Thank you all for sharing your stories!

Review:  I sent the forms to roll over the account to Vanguard mid November. They immediately closed the account and indicated they were transferring the funds. It is now December 24 and still no transfer. The customer service rep is very accommodating but still no transfer. He said they dropped the ball. Not once, but multiple times. He said I was the third call yesterday for issues. Promise it is going out today. I’ll believe it when I see it. Next call is to the attorney generals of Florida and Indiana. I don’t play games. They are collecting interest on 202k while I sit here looking like a chump. Do not invest with this outfit!

Review:  This company is a joke. DO NOT give them your business

Review:  My experience with Equitable was awful. Lots of promises, no carry through. Missed phone calls were common. Texts go unanswered. Trades were not made. They can't seem to keep advisors, and the fees are hidden and excessive. They make it easy to give them money and hard-really hard- to get it back. Buyer beware.

Review:  One of the worst companies I have ever had to deal with. Miserable customer service. Went through pure hell to roll-over my accounts to another company. Back and forth, incompetent processing, did not receive docs faxed or FedExed, apathetic on the phone, Broker could not care less about the investor. Changed agents twice before I finally got out and away from them. Investment performed terribly. DO NOT USE THESE IDIOTS.

Review:  In my 64 years with many different investment accounts Equitable/AXA was the absolute worst. I had to be very disciplined and patient waiting for my contract to mature so I could withdraw my money and reinvest with professionals. And then the "Withdrawal Fee" to have a check written for my own money was astronomical! My money with AXA earned 1.079% LESS than money I had in CDs during the same period. Stay away from Equitable/AXA! Caveat emptor!!

Review:  After cancelling our policy, due to massive increase in expenses, they proceeded to steal over 1100$ from our account. After providing proof of cancelling policy they refused to refund our money. They were impossible to contact and deal with. Extremely rude and willing to steal our money!! Avoid this company’s!!!

Review:  In a world where identity theft is rampant, having a financial company that ships your personal information to India is just dangerous. The representative I dealt with could barely speak English and was not helpful and this was after dealing with a robot for 10+ minutes. Not customer-oriented and dangerous.

Review:  AXA has to have the worst financial investors in the world. No choice in what they invest your money in and it ALWAYS LOOSES your money regardless of what the market does. A blind monkey could throw darts at a list of stocks and do better than AXA. I've had an annuity with them for more than 15 years and it has never gone up. I was supposed to get a "sign up bonus" when I transferred my life savings to them after the first year. After the year was up they refused to pay the sign up bonus because my account had less in it them than what I invested with them. They have resets that can be used to "up" your base but I have NEVER been able to use them as my account has always been worth less, and now it is almost worthless loosing more than 2/3 of what I initially "invested" with them. If I take my money out, They will have gained hundreds of thousands of dollars for their faulty investments and I'll be left with very little that I worked hard to save up. Their annuity is really a scam and they should be issued a class action law suite for their thievery. NEVER WOULD I EVEN THINK ABOUT RECOMMENDING THEM TO ANYONE FOR ANYTHING, except joining a class action law suite as a complainant. There should be a minus star rating for AXA.

Review:  I set up an account at the advice of a family friend (first mistake). After that the broker only called annually and asked if I would be contributing another annual amount. I pointed out to the Him that he only calls for money and he had no response nor solution to the high fees. Any attempt to transfer my account resulted in exorbitant amount for fees so the math said that a transfer might "break even" after 5 years. After the 5 year wait it was extremely difficult to transfer by my financial consultant. The few 5 star review I'm sure are there by AXA Brokers or their friends to try to bring up their rating.

Review:  I rolled my 401 away from Axa and Axa processed my paperwork ad a distribution instead. The IRS came after me for back taxes on the distribution. Axa took thousand of $ from my account by issuing a distribution instead of a rollover. Criminals!!! Run from these crooks

Review:  And beyond all that they state they don't have my signature on file so I have to bring in a notary to change my beneficiary. Apparently they have now lost my contract.

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