Michael Falkowski

Now owner of the firm, Michael grew up in a family that owned & operated a successful business. At a early age he learned that building long term relationships and a reputation for our commitment to our clients is what makes us successful.

Michael graduated from Southern Connecticut State University in 1992 with a Bachelors degree in Economics & Finance. He has earned the designation of Certified Financial Planner and has been guiding clients to their financial goals for 20 years.

The passion for financial planning comes from Michael's desire to support his clients through seeing "The Big Picture" and analyzing all the working parts to lead them to good decisions for their goals and circumstances.