Michael Broderick Email & Phone Number
Financial Adviser @ Eagle Strategies, LLC
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Michael Broderick Location
- Waltham, MA, US
Michael Broderick Work
- 1997 -now Co-Founder and Managing Member @
- 1995 -now Financial Adviser @
- 1987 -1995 Financial Planner @ Mutual of New York
- 1985 -1987 Real Estate Broker @
- 1984 -1985 Property Manager @
Michael Broderick Education
- Providence College
BS (Finance)
1980-1984 - Catholic Memorial 1976-1980
Michael Broderick Skills
- Retirement Planning
- Estate Planning
- Investments
- Insurance
- Life Insurance
- Strategic Planning
- Succession Planning
- Risk Management
- Licensed Life Insurance Agent
- Protection Planning/family Security
- Wealth Preservation Planning
- Multi-generational Planning
- Wealth Transfer Strategies
- Business Succession Planning
- Life Insurance Strategies
- Lifetime Income Strategies
- Permanent Life Insurance
- CLU
- Key Person Protection
- Gifting Strategies
- Asset Protection
- Business Exit Strategy
- Business Insurance Planning
- Buy-sell Agreements
- Charitable Giving
- IRA Rollovers
- Legacy Planning
- Supplements to Employee Benefits
- Key Person Insurance
- Personal Finance
- 401(k) Rollovers
- Credit Repair
- Debt Counseling
- Chapter 13
- Entrepreneurship
- Foreclosure
- Marketing
- Business plan
- Divorce
- Financial Planning
- 401k Rollovers
- Buy Sell Agreements
- Business Strategy
- Multi Generational Planning
- Leadership
- Criminal Defense
- Management
- Business Development
- Bankruptcy
- Project Management
- Chapter 7
- 401 Rollovers
Michael Broderick Summary
- Michael Broderick, based in Waltham, MA, US, is currently a Financial Adviser at Eagle Strategies, LLC. Michael Broderick brings experience from previous roles at Atlantic Planning Group, LLC, Mutual of New York, Carlson GMAC Real Estate and Haynes Management Inc.. Michael Broderick holds a 1980 - 1984 BS in Finance @ Providence College. With a robust skill set that includes Retirement Planning, Estate Planning, Investments, Insurance, Life Insurance and more. Michael Broderick has 3 emails and 2 mobile phone numbers on RocketReach.
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