Michael Purtill (CFP®)
Michael Purtill focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- 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
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