Michael Finer CFP, CLU®, CPA, CFP®
Salem, Massachusetts, 01970
Member Since 2004
Major League Investments, Inc. is a multi-family offices that assists individuals and families with respect to their total financial needs to include investment advice, tax planning, estate and financial planning, bill paying and insurance planning. We are committed to providing superior service in a comprehensive, synchronized manner.
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Background Information
Years of Financial Experience
- 18
Education
- Babson Colllege (BS)
- Naval War College (MS)
- Bentley College (MS)
Certifications and Designations
- CLU®
- CPA
- CFP®
- RFC®
- PFS
Association Memberships
- Financial Planning Association
- Massachusetts Society of CPAs
- IARFC
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Primary Custodian(s)
- Schwab Institutional
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 2657455
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Major League Investments, Inc.
- Broker/Dealer: Schwab Institutional
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Retirement, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, REITs
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Preparation, IRS Audit Services
Visit Website - http://www.majorleagueinvest.com
Michael Finer CFP
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