Keith Michelfelder Email & Phone Number

As one of Joseph Gunnar's most experienced advisors, I realize that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long-and short-term goals. I help each of my clients develop a strategy tailored to their unique needs and goals. Joseph Gunnar's Financial Consultants are selected from among the most experienced and accomplished professionals. Financial Consultants must possess strong leadership capabilities, yet also be able to function as an integral part of a financial advisory team, knowing when to draw on the experience and knowledge of specialists. Above all, they understand the expectations of our most affluent clients and are committed to meeting those expectations. I am licensed and registered to conduct business in NY. Based on licenses and registrations I hold, I may also conduct certain business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY.Specialties: Areas of FocusEquitiesFixed IncomeRetirement PlanningEmployee Stock Option Plans (ESOP)401K PlansProfit Sharing PlansSyndicate Offerings

• Managing Director

  Joseph Gunnar

  Jun 1998 - Present

  Qualifications10 Years in the Financial Services IndustrySeries 7, 24, 63 and 65 licensedAllegheny College, B.A., History

• 

  Allegheny College