Mike is a graduate of DeSales University with a bachelor's degree in Investments, and graduate of Allentown College with a bachelor's degree in Business Management. He is a Chartered Mutual Fund Counselor (CMFC), a Registered Tax Return Preparer (RTRP), and an Investment Advisor Representative (IAR). Mike has a Series 7 license and is able to work with individual stocks and bonds in addition to mutual funds and other investments.
Mike offers comprehensive investment planning. He can help develop a plan that takes into account your financial circumstances, tax status and risk tolerance level, and considers your college, retirement and estate planning goals.
Mike provides the following tax services to individuals: tax planning, federal and state tax preparation, and standard and electronic tax filing. He can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.