Focus: Insurance Strategies, Investment Strategies
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Michael and his wife Kathy, have two grown children and a beautiful granddaughter Kendall.
Check the background of this investment professional on FINRA’s BrokerCheck
700 Bausch & Lomb Place
Rochester, NY 14604-2700