Aligning your dreams & retirement

about us

exceeding your expectations

you're our biggest priority

We offer financial guidance to anyone looking for assistance with their retirement or financial plan. At AXIS Financial, we pride ourselves on exceeding all of your expectations and debunking any preconceived notions you may have towards financial professionals. We believe it is in our best interest to stay in your best interest!

Keeping this in mind, Chris Berkel of AXIS Financial has developed a process to ensure that your time spent together is beneficial to you. Shortly after meeting, he will share the bias that he has discovered during his time as a facilitator of retirement success. Then, he will explain any expectations and outcomes that you should have of your meetings. His biggest priority will always be that you feel listened to, understood, and honored. At AXIS Financial, they will never tell you what to do, but instead, offer many suggestions and maps to get you from point A to point B.

hear from clients
"I was referred to Chris and have to admit I was very reluctant. I have had bad experiences in the past with ‘financial professionals’ who said they wanted to do what was best and yet I did not feel they were thinking of anyone other than themselves. I can tell Chris wholeheartedly gives himself to understanding each uniqueness and creating a solution strategy that fits best.

I am grateful to have been referred to Chris. He is a beacon of hope in the industry. He is approachable and treats every person he meets as if they were already a client. Chris holds nothing back. He is eager to listen and understand yet patient and thorough."
George F.

the 5-star rating program

Long ago we implemented a ‘5-Star Rating’ system for two reasons. First, we feel an immense amount of pride from all of our happy clients and wanted to share it. Second, we realized that keeping our focus on gaining more great ratings is mutually beneficial for us and for you.

we do our business on the basis of

"We listened well"

"You felt understood"

"You felt honored"

leave us a testimonial below!