Michael J. Orszulak
Michael J. Orszulak
PeoplesWealth Advisory Group
Senior Wealth Advisor, Raymond James Financial Services
Mobile Phone: 860.965.9112
Michael brings nearly two decades of management and financial services experience and joined PeoplesWealth Advisory Group in March 2020.
As a Senior Wealth Advisor, he serves the financial needs of families, business owners and organizations by developing a personalized financial plan and detailed investment strategy. By using his planning-based approach, he helps his clients meet their current financial needs while working towards future objectives to reach their longer-term financial goals.
Michael attended the University of Connecticut where he studied economics and business management. He holds his Series 6, 7, 63, and 66 registrations. He has his Life and Health Insurance license in the state of MA and CT and a handful of other states where his clients reside. He also holds a license in Long Term Care.
Michael enjoys staying active by golfing, boating, snowboarding and spending time with his wife Molly and his daughter. A long-time resident of Western MA/Northern CT, Mike currently serves his community by acting as a treasurer for a local non-profit organization focused on preserving, protecting, maintaining and enhancing the local lakes. Mike also volunteers numerous hours each year to local non-profits in his free time.
