Michael Windle work email
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Michael Windle personal email
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.
Custom Tax Solutions
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President Of Custom Tax SolutionsCustom Tax Solutions Oct 2020 - PresentPlymouth, Michigan, United States
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Owner/PartnerCustom Wealth Solutions Inc. Jul 2019 - PresentPlymouth, Mi
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Financial AdvisorC. Curtis Financial Group May 2016 - Jul 2019Plymouth, MiAt 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!
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Sr. Financial AdvisorThe Huntington Investment Company Jun 2015 - May 2016 -
Financial ConsultantThe Huntington Investment Company May 2015 - Jun 2015 -
Branch ManagerHuntington National Bank Mar 2014 - May 2015
Michael Windle Skills
Michael Windle Education Details
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Schoolcraft College, Eastern Michigan UniversityCurrently Attaining Bachelors Degree In Business Management
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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