Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs.
- Implement your strategy with products and services that help meet your needs.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Seton Hall University (2008-2012)
Affiliations & Memberships
New Jersey Bankers Association
Liberty Corner Fire Company
Long Hill Education Foundation
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Group Benefits
- Risk Management Strategies
- Estate Planning
- Financial Education
- Student Loan Refinancing
- Investment Strategies
- Business Succession Planning
- Charitable Giving
Check the background of this investment professional on FINRA’s BrokerCheckSee Michael’s Licenses and Disclosures