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Home > Learning Center > Financial Management Videos

Financial Videos

Currently residing in Westlake, Ohio, Michael is certified in Long-Term Care (CLTC) and Estate Planning (CEP). As a Series 6 and Series 63 license holder, he is an industry expert on mutual funds, variable, fixed, index annuities, insurance, and securities.

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Wherever you're Going, We can help get you there

Choose the date, time, and style of meeting. Whether that be a 15 minute phone call or an hour in our office 

- Or call (440) 871-3067

What You
Can Expect

  • Experience

  • Personalized Advice

  • Dedication

  • Education

  • Fiduciary Responsibility

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