Michael G. Aquino

About Michael G. Aquino

OUR MISSION The four associates and staff at our location are dedicated to…

Experience

1. Wealth Planner and Owner at Broad Street Planning, Llc

   Broad Street Planning

   Mar 2008 — Present

   Handling Life\'s Financial Moments Since 1941 We pride ourselves on offering access to reliable products and services, however, our knowledge and insight are most important to our clientele. We use a process that allows us to learn about each individual’s financial goals before we make any recommendations. The relationship does not end there, however. We like to meet with each client at least bi-annually to review their existing situation to determine if our recommendations are still in line with current goals and circumstances.

Education

• Northeastern University

  Bachelor of Business Administration (BBA), Finance and Marketing Dual Major

  2000 — 2004

Skills

• Series 63
• Non-Qualified Deferred Compensation
• Stocks
• 401k Rollovers
• Iras
• 529 Plans
• Asset Managment
• Voluntary Employee Benefits
• Rollovers
• Asset Allocation
• Strategic Financial Planning
• Mutual Funds
• Pensions
• Sep Ira
• Retirement Planning
• Roth Ira
• Business Continuity Planning
• Disability Insurance
• Dental Insurance
• Simple Ira
• Financial Advisory
• Buy-Sell Agreements
• Wealth Management
• Bonds
• Reit
• Estate Planning
• Long Term Care Insurance
• Finance
• Employee Benefits
• Retirement
• Health Insurance
• Life Insurance
• Investments
• Long-Term Care
• Profit Sharing
• Etfs
• Securities
• 401k
• Financial Services
• Business