Michael was eager to become a financial advisor over seven years ago when he realized how many people struggled with their finances – they had no guidance or education to recognize some of the important decisions that should be made. Observing those downfalls, Michael became motivated to provide individuals with excellent service and innovative solutions to help them reach financial balance. He specializes in working with families, business owners, medical professionals, and executives, guiding them towards the creation, maximization, protection, and enjoyment of wealth, all while reflecting their individual values and commitment to family and community.
Michael reaches a sense of accomplishment when his clients find a new outlook and understanding of their finances and goals.
Michael is a member of Bon Secours Charity Health System Foundation, Make-A-Wish Foundation, and Warwick Valley Country Club. He enjoys hiking, snowboarding, and traveling along with growing a beautiful life with his wife.
- BS Management & Marketing, Castleton University
- Life & Health
- Series 7, 66
Mike’s accomplishments include
- New Associate of the Year
- Guardian Leaders Club, 2 years
- Million Dollar Round Table member
For more information, visit www.mikemcsweeney.com
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian