Mike Muffoletto

Financial Professional


I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

Focus Areas

  • Insurance Strategies
  • Business Owners
  • College Funding Strategies
  • Business Succession Planning
  • Estate Planning
  • Risk Management Strategies
  • Special Needs (ChSNC Required)
  • Retirement Income Planning
  • Group Benefits
  • Charitable Giving
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)


  • English


Check the background of this investment professional on FINRA's BrokerCheck