FINANCIAL PLANNER AND INVESTMENT ADVISOR
P: (860) 513-4144 EXT.4
F: (860) 513-1087
Proud to be following in his Father’s footsteps, Michael has geared his practice towards providing comprehensive financial planning and wealth management services including portfolio construction, estate analysis, retirement strategies, asset protection, risk management and planning for business owners. He has a highly personalized approach, taking the time to develop a deep understanding of each client’s needs, goals and values.
Michael aims to provide thoughtful guidance on a range of financial topics. He collaborates with his team regularly to develop comprehensive financial plans for clients and help give them the tools to put their goals within reach. He regularly reviews these strategies, recommending any adjustments that may be needed over time.
His team of advisors and staff are committed to delivering timely and effective service to each client. Together, they have access to a full range of products and services from financial firms worldwide, enabling them to effectively implement agreed upon recommendations.
Michael is a 2012 graduate of the University of Connecticut [BA] and is an avid supporter of the school’s athletic programs. He resides in Rocky Hill and cherishes spending time with his Wife, Cassie, and their three children.