As a Financial Consultant with Equitable Advisors, Mike is committed to helping his clients work toward their financial goals by assisting them with strategies for asset accumulation, preservation and transfer. Mike and his team offer customized investment plans and comprehensive wealth management services for individuals, families, and businesses.
Mike has been involved in the financial services industry for over 25 years, and has spent the duration of his career with Equitable Advisors. He holds Series 6, 7, 24, 63 and 65 securities licenses.
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Charitable Planning, Long Term Care Planning, Retirement Income Planning, Investment Planning, Comprehensive Financial Planning, Investment Allocation Planning.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.