Michael Sveinson, Investment Advisor
Michael's keen interest in the investment world began long before he started his career as an Investment Advisor in 1986. His success with clients has placed him in the firm's prestigious President's Club for nine out of the last ten years.
Michael attributes this success to hard work, ongoing research, a commitment to client service and always keeping the client's objectives and considerations as his number 1 priority.
My team concentrates on the financial and investment needs of individuals and retired clients. We stress a long-term approach to investing and emphasize financial planning to help our clients determine their financial needs and risk tolerance. Portfolio performance and client satisfaction are our primary business objectives. We are committed to providing a high level of customer service to all our clients.