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Business Advisory

With 30 years of industry experience, Michael is a specialist when it comes to advising physician business owners on employer-based retirement plans and benefits solutions.


He has the expertise to help our clients balance the financial needs of their organization, and exceed the expectations of their employees by providing customized solutions to attract and retain employees combined with possible cost savings and tax benefits.  

Licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.