Mike Polin
Wealth Management, Managing Partner
- Role
- Co-owner, Managing Partner, Wealth Management at Premier Planning Group
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Co-owner, Managing Partner, Wealth Management
Jun 2004 — Present · Phoenixville, PA, US
Skills
- Mutual Funds
- Financial Services
- Retirement Planning
- Strategic Planning
- Income Distribution
- Sec 162 Bonus
- 529 Plans
- 401k
- Small Business
- Alternative Investments
- Executive Compensation Planning
- Insurance
- Loan Based Split Dollar
- Management
- Estate Planning
- Investments
- Securities
- Wealth Management
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