Collaborating with CPA's and Attorneys to deliver an elite planning experience and solutions for our best clients.
Michael has created interesting and unique strategies for:
🔵Business Owners/Individuals and Families- Michael works with each client with respect to their individual situations and counsels them to minimize the overwhelming feelings of the process and enhance their financial outcome through organization and simplification of their investments.
🔵Accountants/Attorneys- Michael supports accountants through a team-based process and complements their practices by delivering solutions in a proprietary method for the CPA to proactively engage their clients.
🔵Real Estate Professionals- Developers, investors and lenders can take advantage of Michael’s own experiences in the real estate environment to take full advantage of their investments
Michael Testa (CA Insurance License #4110369) and Daniel Pearsall (CA Insurance License #4098016) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
Michael Testa and Daniel Pearsall are Registered Representatives offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.
Michael Testa and Daniel Pearsall are also separately registered as an investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services
110 Henry St, Saratoga Springs, NY 12866, 518.583.4800
Neither Tailored Wealth Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Tailored Wealth Solutions is not owned or operated by New York Life Insurance Company or its affiliates.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 110 Henry Street, Saratoga Springs,new York 12866,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Preservation Planning, Business Succession Planning, Employee Benefits, Investments, Retirement Income Strategies, Small Business Planning, Charitable Giving.
- HQ
- Saratoga Springs, New York
Tailored Wealth Solutions Questions
Tailored Wealth Solutions's website is https://www.tailoredwealthsolutions.com/
Tailored Wealth Solutions's LinkedIn profile is https://www.linkedin.com/company/tailoredwealthsolutions
Tailored Wealth Solutions has
6 employees.
View email and phone details for 6
employees at Tailored Wealth Solutions.
Tailored Wealth Solutions's industry is
Financial Services
Tailored Wealth Solutions's top competitors are
Oxfordshire County Council,
Portland Gear,
Colonial Williamsburg Foundation,
Tailored Wealth,
Hodgson Russ Llp,
Next Financial Group,
Secure-Centric,
Shelli Herman And Associates, Inc.,
Polymathic Innovations,
Gp Fund Solutions.
Tailored Wealth Solutions's categories are Financial Services
Tailored Wealth Solutions's founding year is 2015
