Michael Jungen Email & Phone Number

Michael J. Jungen is the principal of Jungen & Co. Financial Advisers. For over thirty years, the company has specialized in the areas of investment management*, retirement planning and estate transfer and conservation.Working with individuals, as well as owners of closely held businesses, Michael partners with his client’s other advisers and fosters a team approach to creative problem solving. He works to orchestrate and facilitate the many dimensions and dynamics inherent in the planning process.Michael is a frequent speaker on a variety of topics related to planning for retirement, estate conservation, wealth transfer planning and investment management. Michael is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.Michael is also an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.Michael is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. NYLIFE Securities LLC, 135 S. 84th Street, Suite 201, Milwaukee, WI 53214-1482 414-256-8700.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither Jungen & Co. Financial Advisers nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Jungen & Co. Financial Advisers is not owned or operated by New York Life Insurance Company or its affiliates.I am not licensed in all jurisdictions.

Listed skills include Retirement Planning, Insurance, Retirement Income Strategies, 401K Rollovers, and 9 others.

• Principal And Financial Adviser

  Jungen & Co. Financial Advisers

  Mar 1979 - Present - Milwaukee, Wisconsin

  Specializing in the areas of investment management*, retirement planning and estate transfer and conservation, Jungen & Co. Financial Advisers has been successfully helping their clients achieve their financial objectives since 1979.=====================================*Michael is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of AZ, CA, FL, GA, IL, IN, MA, NC, VA and WI. As such, these services are strictly intended for individuals residing in the states referenced.Michael is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, IL, and WI. No insurance business may be conducted outside these states referenced.Michael is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for Individuals residing in the states of AZ, CA, FL, GA, IL, IN, MA, NC, VA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. NYLIFE Securities LLC, 135 S. 84th Street, Suite 201, Milwaukee, WI 53214-1482 414-256-8700.Neither Jungen & Co. Financial Advisers nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Jungen & Co. Financial Advisers is not owned or operated by New York Life Insurance Company or its affiliates.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

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  University Of Wisconsin-Milwaukee - School Of Business Administration

  Bachelor Of Business Administration (Bba)