Michael Windle

Michael Windle Email and Phone Number

CEO of Custom Wealth SolutionsPresident of Custom Tax Solutions @
Michael Windle's Location
Detroit Metropolitan Area, United States
Michael Windle's Contact Details

Michael Windle work email

Michael Windle personal email

n/a
About Michael Windle

Current licenses include Series 6, Series 63, Series 65, Life & Health, Variable Contracts. I have a designation with the American College of Financial Services as a Retirement Income Certified Professional. I am a Financial Advisor and CEO of Custom Wealth Solutions Inc. in Plymouth. Specialize in retirement planning, college savings plans, life insurance, and goal-based investing.

Michael Windle's Current Company Details
Custom Tax Solutions

Custom Tax Solutions

CEO of Custom Wealth SolutionsPresident of Custom Tax Solutions
Michael Windle Work Experience Details
  • Custom Tax Solutions
    President Of Custom Tax Solutions
    Custom Tax Solutions Oct 2020 - Present
    Plymouth, Michigan, United States
  • Custom Wealth Solutions Inc.
    Owner/Partner
    Custom Wealth Solutions Inc. Jul 2019 - Present
    Plymouth, Mi
  • C. Curtis Financial Group
    Financial Advisor
    C. Curtis Financial Group May 2016 - Jul 2019
    Plymouth, Mi
    At C. Curtis Financial we specialize in Retirement Planning, Tax Strategies, and Income Planning. We work with a wide range of clients and tailor each plan based on their specific goals and needs. We focus on not only investments, but taxes and income. One of the most important questions we answer for our clients is:What rate of return do you need to meet your goals?You can't possibly know how to invest your client until you know the answer to this question, we help our clients by getting them this answer and implementing a plan that allows them to have a continuous "report card" on where they are at.Come talk to me today, and we can start on your plan!
  • The Huntington Investment Company
    Sr. Financial Advisor
    The Huntington Investment Company Jun 2015 - May 2016
  • The Huntington Investment Company
    Financial Consultant
    The Huntington Investment Company May 2015 - Jun 2015
  • Huntington National Bank
    Branch Manager
    Huntington National Bank Mar 2014 - May 2015

Michael Windle Skills

Banking Customer Service Investments Portfolio Management Finance Consumer Lending Excellent Sales Manager Great Coach Credit Analysis Loans Management Mortgage Lending Retail Banking Sales Leadership Financial Analysis Retirement Planning Team Building

Michael Windle Education Details

Frequently Asked Questions about Michael Windle

What company does Michael Windle work for?

Michael Windle works for Custom Tax Solutions

What is Michael Windle's role at the current company?

Michael Windle's current role is CEO of Custom Wealth SolutionsPresident of Custom Tax Solutions.

What is Michael Windle's email address?

Michael Windle's email address is mi****@****ons.com

What schools did Michael Windle attend?

Michael Windle attended The American College Of Financial Services, Schoolcraft College, Eastern Michigan University.

What skills is Michael Windle known for?

Michael Windle has skills like Banking, Customer Service, Investments, Portfolio Management, Finance, Consumer Lending, Excellent Sales Manager, Great Coach, Credit Analysis, Loans, Management, Mortgage Lending.

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