My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs, and other solutions.
Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.
Prior to bringing his practice to Barnum, Michael spent his time in sales with Nestle Waters, Coca-Cola Enterprises, Cadbury Schweppes and Pepsi-Cola. He is a US Army Veteran, and while serving he achieved the status of Combat Commander, as well as Airborne Ranger.
What lead Michael to the Financial Services Industry is his vast expertise in sales. Joining the Financial Services Industry in 2014, Michael specializes in Retirement Planning, Investments, and Insurance.
Michael earned his Bachelor of Business Administration from St. Bonaventure University. He currently holds his Series 6,63 and 65 Securities licenses. Michael resides in East Longmeadow, MA with his wife Carol and his son Zachary. In his spare time, he enjoys walking, hiking, traveling, playing golf and fantasy football.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in MA
Please contact this office for further information. Securities, and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.com. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.