Mike brings 12 years of business management experience to the table for his position as a Financial Advisor with NPA Financial. Mike works with individuals, families and business owners on retirement planning, estate planning strategies, college education funding, employee benefits, tax favored investments and risk management strategies. Mike specializes in tax advantaged solutions for his clients.
Mike started his financial service career in 2008. Mike is licensed in NY and Massachusetts for life, accident and health.
Mike resides in Saratoga, NY. He is an active member in the community, volunteering his time coaching youth rugby in Saratoga County. He is an avid outdoorsman and enjoys golfing, skiing and playing rugby.
*Mike is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York, Florida and Vermont. Mike also is insurance licensed in New York State.
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.