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Special Needs Planning
Michael Lis
Michael specializes in Special Needs Planning and has over 23 years of providing services in the NYS OPWDD community. Michael takes a personalized approach with his clients helping them reach focused financial goals throughout their lifetime and the lifetime of their dependent with Special Needs.

Michaels goal is to help clients plan for their own personal retirement as well as the financial futures of their dependents with Special Needs. Michael offers comprehensive financial solutions which may help maintain a balance of a comfortable
quality of life throughout retirement as well as a lifetime of quality care for the individual with Special Needs.


Licenses

Series 7 & 63
Life Accident and Health

Awards

NYS Cerebral Palsy Association State Service Award recipient
Community Vocational Rehabilitation Jake Wozniak Award recipient.

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IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and broker dealer services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC.
Sunbridge Management, Inc. is a SEC Registered Investment Advisory firm.
Cadaret, Grant and Sunbridge Management are separate entities. 

This communication is strictly intended for individuals residing in the state(s) of CA, NY, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.


This communication is strictly intended for individuals residing in the state(s) of CA, NY, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.