Michael assists his clients with retirement planning, strategic asset allocation, and wealth transfer strategies. He is committed to providing his clients access to sound and suitable investment advice and solutions. Mike has been a Financial Advisor for over twenty years. He has worked at Fidelity Investments, TIAA, and Bank of Boston. Mike has extensive experience helping people work towards their financial goals.
Key Areas of Concern for our members
- Will I have enough to retire?
- How will I generate income in Retirement?
- Are my assets appropriately allocated?
- How will I help my child pay for college expenses?
Schedule a no-obligation phone appointment with Mike and gain valuable information on financial planning topics that include:
- 401(k) 403(b) and 457 Options
- Retirement Life Style Strategies
- Creating Income in Retirement
- Life & Long-Term Care Insurance
- Small Business Services
Mike is passionate about helping our members because he has seen people close to him who were not prepared to meet some of these needs. Mike has a BS in Marketing from the University of Massachusetts, Amherst, MA. He holds the FINRA Series, 6, 66, 7, and Series 63 securities licenses with LPL Financial. He also holds a Commonwealth of Massachusetts Life and Health Insurance. Mike assists our members at either of the two Quincy Credit Union branches.