The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
Michael Berz, Vice President
Your Life. Your Way. Plan It. Live It.
I can help make it happen.
Michael G. Berz is a Financial Consultant with Equitable Advisors located in the Midtown, Manhattan Office. Michael works closely with his clients to implement and monitor suitable financial planning strategies for the accumulation, preservation, and perpetuation of wealth. He helps many wealthy families and businesses manage the various aspects of their financial lives. Over the years he has built a competent team with a range of skills who are committed to building long-term relationships based upon trust and confidentiality.
Michael's core competencies lie in the following areas:
He holds a Bachelor of Science in Financial Economics from Binghamton University. He Maintains the Series 7, 24, 63, and 65 FINRA securities registrations, as well as Life & Health Insurance Licenses.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.