Michael Perri, Equitable Advisors Financial Advisor

With nearly two decades of industry experience at organizations such as Merrill Lynch and Fidelity Investments, you can be confident that my team and I have the knowledge to help navigate you and your family through your ever changing financial landscape. We pride ourselves on providing wealth management services and financial education to meet the retirement needs of those who serve, build and ca

re for our communities. Our innovative approach is designed to help clients find appropriate strategies specially designed to help them achieve their goals. Always putting our client’s best interest at the forefront with a planning oriented and consultative approach, as opposed to transactional relationships, allows us to properly address the wide ranging and various needs of our clients. The expectation is that client relationships will last for years and decades to come as we help them navigate through career changes, marriages, family planning, inheritances, retirement, legacy planning and more! I currently hold Series 7, 63 and 66 FINRA registrations, as well as a Life, Accident and Health Insurance license.