Michael has more than 24 years of experience working with individuals and families to help them reach their financial goals. Prior to joining our team, Michael helped the clients of Citizens Bank and Southbridge Credit Union plan their financial futures. His role included developing customized plans that incorporated asset allocation, wealth management, retirement, income and succession planning, along with protection strategies.
Michael utilizes a goals-based approach to get to know you and your family's needs and priorities. With this understanding, he creates an investment strategy tailored to help you manage your financial goals with confidence. For a complimentary consultation, contact Michael at 401.319.2935.
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