Michael Windle Email & Phone Number
@customwealthsolutions.com
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Who is Michael Windle? Overview
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Michael Windle is listed as President of Custom Tax Solutions at Custom Tax Solutions, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a work email signal at customwealthsolutions.com and a matched LinkedIn profile for Michael Windle.
Michael Windle previously worked as Owner/Partner at Custom Wealth Solutions Inc. and Financial Advisor at C. Curtis Financial Group. Michael Windle holds Retirement Income Certified Professional, Retirement Planning, Designation from The American College Of Financial Services.
Email format at Custom Tax Solutions
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AeroLeads found 1 current-domain work email signal for Michael Windle. Compare company email patterns before reaching out.
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.
Listed skills include Banking, Customer Service, Investments, Portfolio Management, and 14 others.
Michael Windle's current company
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Michael Windle work experience
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Owner/Partner
Financial Advisor
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.
Sr. Financial Advisor
Financial Consultant
Branch Manager
Michael Windle education
Retirement Income Certified Professional, Retirement Planning, Designation
Associate Of Arts And Sciences (Aas) In Criminal Justice, Currently Attaining Bachelors Degree In Business Management
Frequently asked questions about Michael Windle
Quick answers generated from the profile data available on this page.
What company does Michael Windle work for?
Michael Windle works for Custom Tax Solutions.
What is Michael Windle's role at Custom Tax Solutions?
Michael Windle is listed as President of Custom Tax Solutions at Custom Tax Solutions.
What is Michael Windle's email address?
AeroLeads has found 1 work email signal at @customwealthsolutions.com for Michael Windle at Custom Tax Solutions.
Where is Michael Windle based?
Michael Windle is based in Detroit Metropolitan Area, United States, United States while working with Custom Tax Solutions.
What companies has Michael Windle worked for?
Michael Windle has worked for Custom Tax Solutions, Custom Wealth Solutions Inc., C. Curtis Financial Group, The Huntington Investment Company, and Huntington National Bank.
How can I contact Michael Windle?
You can use AeroLeads to view verified contact signals for Michael Windle at Custom Tax Solutions, including work email, phone, and LinkedIn data when available.
What schools did Michael Windle attend?
Michael Windle holds Retirement Income Certified Professional, Retirement Planning, Designation from The American College Of Financial Services.
What skills is Michael Windle known for?
Michael Windle is listed with skills including Banking, Customer Service, Investments, Portfolio Management, Finance, Consumer Lending, Excellent Sales Manager, and Great Coach.
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