Michael F. Marchese, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Michael F. Marchese, Jr. CFP®

CPA

Principal

Axial Financial Group

5 Burlington Woods, Ste 102
Burlington, MA 01803-4542
(781) 273-1400

General

Michael Marchese is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Axial Financial Group in Burlington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Stocks & Bonds, Tangible Assets

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