MICHAEL MARGARITES, CFP

Services Offered

• Investment strategy development
• Retirement planning
• Estate planning
• Pension plan design

About

Michael Margarites is a Certified Financial Planner (CFP®) based in Jericho, New York, bringing over twenty-five years of experience in the financial services industry. He specializes in creating and implementing tailored investment strategies that align with individual client needs, focusing on asset allocation and retirement and estate planning concepts. Additionally, Michael assists institutional and corporate clients in developing pension plan designs. His extensive background includes roles at Cigna Securities and AXA, enhancing his expertise in financial consulting.

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