Michael S. Orentlich,  CFP<sup>&reg;</sup> - Financial Advisor

Michael S. Orentlich, CFP®

CLU®,ChFC®,AEP®

Sr. Financial Services Executive

Orentlich Financial Services, LLC

134 Turnpike Rd, Ste 300
Southborough, MA 01772
(508) 485-1925

General

Michael Orentlich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Orentlich Financial Services, LLC in Southborough, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources