Michael Brown Email & Phone Number

Mike is a General Securities Principal, an Accredited Investment Fiduciary Auditor (AIFA) through The Center for Fiduciary Studies at the Katz Graduate School of Business, a Certified Financial Planner (CFP) through the College for Financial Planning, and a Certified Investment Management Analyst (CIMA) through the Wharton School at the University of Pennsylvania. He is the author of the books “The IRA Winner’s Circle: Expert Advice to Make Your IRA a Winner” and “Retire a Winner.” In 2005 Worth Magazine named Mike to "The Top 100 Wealth Advisors" list. Mike is a charter member of Ed Slott’s Master Elite IRA Advisor Group and served as a consultant on Ed’s most recent book “Stay Rich for Life” as seen on PBS. Mike holds the Series 24, 7, 66 and Life and Health Insurance licenses.At Madison Wealth Managers, we put you first. We seek to know your financial situation and understand your needs and goals to aid in your financial success. Our firm is comprised of highly qualified, knowledgeable, and experienced advisors. A financial advisor of your choosing will work with you one-on-one. Together, you and your advisor will create a comprehensive financial plan to meet your needs and help you reach your goals.Specialties: Financial Planning, Retirement Planning, Investment Management, Education Funding, Tax Management

Listed skills include Accredited Investment Fiduciary Auditor, Certified Financial Planner, and Certified Investment Management Analyst.

• 

  Siena College