Michael joined Wealth Guard Financial in 2018 and has been in the financial services industry since 1983. Mike holds his FINRA Series 6, 7, 24, 26, 63 and series 65 registrations as well as the life, health and variable insurance license. Mike is a graduate of Cleveland State University with a Bachelors of Business Administration.
Mike is dedicated to helping individuals and businesses build their financial futures. Maintaining a strong sense of community and a solid professional foundation are very important to Mike.
Mike lives in Richmond Heights with his wife, Nancy, and enjoys spending time with his three daughters and his grandchildren.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Wealth Guard Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.
Our partners saw a need for more holistic planning with clients and decided to create Wealth Guard Financial to meet all your needs.
There’s no replacement for knowledge and experience. Although we have the experience we are constantly bettering our breath of advice through continuing education and designation acquisition.
We are proud of this number, but what is more important is the relationships we have with our long term clients and the service model we have built around them.