Michael Schloss
CLU
Mike has been working with clients and business owners planning financial strategies since 1983. He actively seeks relationships which allow him to compliment the other advisors that a client has established. Mike knows that open communication between planner and client are essential to successful financial planning.
Mike`s Bachelor of Science degree in Finance and minor in Economics from Ithaca College serve as a foundation for his practice. In 1988 he continued to illustrate his commitment as a Financial Planning Professional by obtaining the Chartered Life Underwriter designation from the American College.
Mike is an active member of the Farmington community. He has served on the Governor`s Greenway Task Force, is Past President of the Farmington Chamber of Commerce and The Farmington Library as well as serving on Farmington’s Town Council. Mike was recently awarded The Chambers "Citizen of the Year" and currently serves as the Treasurer of The Farmington Village Green and Library Association managing the organizations endowment.