Michael Biggica

Mike has helped guide me on a complicated Defined Benefit retirement program that my accountant recommended for my last year tax returns. In doing so, he assessed my overall risk tolerance which even included my established portfolios with other brokerage firms so I have a complete picture of all my investments and retirement funds together. This has been an invaluable tool to evaluate how to move forward with the funds that Mike is managing for me. I am even considering moving over addt’l funds from other accounts, (but I’ve never once felt the pressure to do so from Mike.) I feel good that Mike is helping me protect my principal while giving me ideas to grow my portfolio. I’ll re-​review in 20 yrs when I retire and let you know if I still feel the same way.

My wife and I wanted to know exactly what our retirement picture would look like, and what we could do today to improve our future. Mike didn’t sugarcoat anything and told us what tax advantages we should be taking advantage of, the increase in savings we needed and how to make sure our money was working for us. After several meetings, I feel so much better about our situation. We actually have a plan to get us to where we want to be in retirement! We understand places where we could potentially live, travel, and plan for a fulfilling life during our next stage because we don’t plan to slow down!
Oh, another tidbit is Mike was very flexible in his plan. For example, we told him how important socially responsible investing was for our values. He designed a socially responsible portfolio that aligned with these goals (water funds, alternative energy, good companies overall) — no big oil, tobacco or companies that build missiles. Thanks Mike!

My husband and I recently had a baby, we rent our apartment, and had a gloomy outlook for what we could buy in the future. Mike helped us get organized and gave us valuable perspective. He was super patient with us and provided the right amount of guidance & options. Beyond that, he was really accommodating and an all around nice guy. I have no hesitations in recommending him!

So as amazing as I am at everything *cough cough* part of that is knowing when to ask for help. Michael is this great mix of knowledgeable and disarming that makes you feel really great about asking for help. He goes as slowly (or quickly in my case) as need be, to respond to your needs in the time frame you need. He really understands breadth and depth of finance and it puts me at ease whether I have a small question or a really heavy question. Can’t wait to embark on my next step to be where I want in five years, though it won’t take that long to call on his services again… I’m what you call a neurotic planner. I hope he reads this and knows how much he helped me make intelligent financial choices. It’s really great having him in my corner. Will be back!!!

Mike was great to work with, and still great to work with. When you are looking for someone who can look at your finances and tell you some next steps in stabilizing your future finances, he’s the guy. He didn’t make me feel dumb about my investment plans, 401K planning, or inherited money, which was very important to me. Instead, he looked at the whole picture, and helped me understand what was happening with my money, and some potential next steps! Thanks Mike!

The most important thing we want in our financial advisor is someone who listens, sees potholes before then occue, and the ability to show us a roadmap to manifest our dreams. That requires someone who is able to listen and the same time veer us away from dierctions that we might think is fabulous but will be a huge loss for us in the long run. Mike balances these key qualities of listening and advicing masterfully. Rarely do you come across someone who truly enjoys bringing such logical joy to our lives. I am happy to call him a financial counselor as well as friend.

Michael is very professional! I had so many questions for him and not once did I ever feel rushed, he was so patient and knowledgable which has helped me tremendously. I wish I didn’t waste my time on the last financial advisor I was seeing. Now I will continue to do business with Michael and I highly recommend him! Thanks Michael!

Dealing with finances is not exactly what I enjoy doing on my weekends — so its nice to have a someone I can call on a weekday, check-​in every once in a while, and know my money is working for me. Enter Mike. It was clear from our first meeting that he focuses on building a long-​term relationship with his clients. There was no discussion of high-​cost variable annuities or in-​house products that advisors try to pitch you from day one. Instead, we talked about the immediate and longer term goals for my family, and put together a full plan to track each year. I liked that he provided us with a range of solutions that we were able to take on at our own pace without feeling overwhelmed, and his fees were very transparent. Since his business is truly word of mouth, I took the time to write this review and spread the good cheer!

I’ve known Michael since 2003 when we were colleagues working together at UBS. He is extremely knowledgeable and very easy to work with. Whenever I had a question, Michael always took time to help me find the appropriate solution as well as explain difficult concepts in a way that is easy to understand. I think Michael’s greatest attribute is that he cares a lot about his clients and the people he works with. He is also very pleasant and quite entertaining. I would recommend Michael to anyone who is looking for a trustworthy and knowledgeable financial advisor.

I had stocks, prior 401ks situated in poor investments and cash sitting in savings accounts earning very little. Mike helped organize everything and delivered a comprehensive financial plan that first assessed my current situation and tolerance for risk. Throughout the process he was very sincere, responsive and knowledgeable about how to put together a plan that is consistent with your financial goals. At the end of the day, we achieved financial security, diversification and investment tax-​efficiency. I continue to work with him, as his service includes any additional questions I have throughout the year and continuously monitoring my portfolio.

With nearly 15 years of experience in the financial services industry, Michael has demonstrated an unwavering ability to listen to his clients and provide them with financial solutions that best meet their needs. He is incredibly thorough, responsive and savvy with respect to the market and financial investment products. Through in-​depth discussions and a thorough financial analysis, Michael is able to provide tailored financial strategy plans for each of his unique clients. I appreciated the fact that he was not pushy and was extremely attentive to my needs and concerns with respect to longer term planning. I highly recommend him!

I have been working with Mike for the last 3 months, and he has been phenomenal. I had been exploring financial advisers for 6 months, and was finally recommended his services by a friend.
He is very thorough, asks the right questions, and will not push a financial product on you. We had a couple of sessions, and after that he presented a detailed analysis of my assets and recommend an investment strategy based on my investment objectives. I have been investing for a number of years, and read a lot of good financial planning /​investment books, but don’t have the time these days to manage my assets. I know a thing or two about investing and can say that he is def. at the top of his game
Having Mike on my side is a big plus, and I am glad that I found him. He is highly recommended

Mike is a wonderfully helpful person when it comes to exploring finance options!
Thanks Micheal, you rock!

Mike is a phenomenal financial planner. Actually, that title does not do him justice because he is so much more. If you are considering working with a financial planner, coach, investment advisor, etc. look no further. You need to meet Mike!
He is patient and a great listener. After meeting with us a couple of times and collecting our financial information, he presented us a comprehensive analysis of our assets allocation (across different asset class), retirement funding and insurance policies. He doesn’t make decisions for us, rather, educates us, presents creative solutions and empowers us to make informed decisions ourselves.
I enjoy working with Mike also because he offers the flexibility of meeting quarterly, semi-​annually, or annually. Unlike other investment brokers (who meet us once and ask generic questions, do a one-​time assets allocation, «set it and forget it», I’d only hear from them when they recommend that I buy a stock so they make commission on the transaction), Mike meets with us on a quarterly basis. We review the performance of our investments and make adjustments together.
I highly recommend Mike!

Although I have not worked professionally with Mike, I have had the pleasure of knowing him socially. He’s as smart as they come and has worked with qualified and respected financial firms for the many years I’ve known him and even before. He’s definitely trustworthy and even better than all that, just an all around great person — for me, that’s the best recommendation I could get and give!) for someone to trust financially.