Corporate Executive Financial Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Michael C. Faro

Michael C. Faro

Financial Advisor

Visit Michael C. Faro's website
Matthew Ricks

Matthew Ricks

Financial Advisor

Visit Matthew Ricks's website

Team

Daniel Levat

Daniel Levat

Client Service Associate,

Financial Planning Analyst
Steven Mako

Steven Mako

Client Service Associate,

Financial Planning Analyst
Seamus Nelson

Seamus Nelson

Client Service Specialist