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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