Michael Purtill (CFP®)

Michael Purtill focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Wealth management & financial advisory services for individuals and families: Investment management, portfolio allocation, retirement plans, financial plans, tax preparation and planning, and helpful advice.

Additional Information

CERTIFIED FINANCIAL PLANNER™, BS, Boston University, Registered Investment Advisor, Ohio.

NAPFA Start Date

January 16, 2015

This Office

6662 Estero Blvd Apt 211B Fort Myers Beach, FL 33931-4526 Phone: (239) 236-5552 Fax: (440) 449-2296

Other Offices

22 Alpha Park Highland Heights, OH 44143-2208 Phone: (440) 484-5340 Fax: (440) 484-5398