Moleski Potrait

With over 26 years of experience in the financial services industry, and 20+ years with ELGA Wealth Management, Michael has helped over 700 families, individuals, and business owners develop and manage their personalized investment and retirement income plans.   Our goal is to help our clients build a plan that fits their needs and is within their specific risk tolerance and timeframe.

Education:

Prior to becoming an investment and insurance professional in 1997, Michael attended the University of Michigan – Flint and graduated with a B.A. in organizational communication with a minor in English.  We continue to expand our knowledge of new and innovative investment and insurance products with ongoing training and education.

Michael is an avid golfer, and enjoys staying active in the outdoors.

Securities Exams Passed & Licensing: 

Series 7, General Securities Representative
Series 52, Municipal Securities Representative
Series 65, Uniform Investment Advisor
Series 63, Uniform Securities Agent State Law
Life, Health, and  Variable Contracts Insurance

  • Education

  • Toolbox

    Wealthscape: NFS Account Portal

    Wealthscape Investor gives you 24/7 access to your account information so you are more informed and can better work with your financial professional to help you reach your goals. Access statements, get tax forms and go paperless all in one place. 

    Wealthscape Account Portal

    Morningstar Investment Research

    Access to the same information as financial professionals and connect to the investing information and tools you need.

    Morningstar Website

    American Funds Traditional IRA's vs. Roth IRA Analyzer

    Which option is better for you? Wondering how a Roth IRA works and what its benefits are? A Roth IRA can help lower your taxes and increase your retirement savings. 

    IRA Analyzer

  • Location

    2303 South Center Road

    Burton, MI 48519