585-266-3870mike.booth@edwardjones.comAs an experienced financial advisor, we help develop and implement wealth strategies for clients who are in a transitional stage (new career, divorce, inheritance, retirement) in their life. We’re dedicated to delivering highly responsive and individualized solutions to clients, using a focused, objective process. We focus on serving successful families, farmers, business owners, and individuals with a passion for success. We’re committed to building strong, lasting relationships by delivering goal-oriented results and exceptional client service.Whether clients want to preserve and grow their wealth, plan for the financial security of the next generation, or assess their investment risk, we have the experience and resources to help them reach their financial goals. We become thoroughly familiar with our clients, their families, their needs and aspirations to provide them with exceptional service.Our focus includes:- Wealth and Financial Strategies- Asset Allocation and Asset Protection Strategies- Stock Options- 401 (k) Options- Employer Sponsored Retirement Plans- Life Insurance- Long Term Care *Thank you for your kind endorsements; however, FINRA and the SEC do not allow me to make such endorsements visible because of the securities licenses I hold.MB/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Retirement Planning, Life Insurance, 401K Options, Iras, and 17 others.