Michael Dionne

Mike Dionne, with over thirty years of experience, leads a team that takes a comprehensive, independent, and objective approach to financial planning. They focus on clients' objectives, long and short-term goals, and risk tolerance. The team conducts appraisals of savings, real estate, insurance, retirement, investments, and business to determine estate valuation. They then help clients identify their priorities and provide strategies to achieve a comfortable retirement, protect families from financial emergencies, leave legacies to family and charities, and fund educational plans. Mike specializes in working with highly successful individuals, business owners, and professionals.