Helping clients plan for their financial future
Building sincere relationships with our clients as we provide education and advice with the shared purpose of reaching our clients’ financial goals and objectives
The Michael Lucia & Associates Difference
For over two decades Michael J. Lucia and and the team at MJL have strived to provide exemplary financial management services that help clients plan for their financial future. This tenure has traversed milestones and changes in the financial world that have helped us to form the principles we use for managing client accounts today.
Twenty years of bears and bulls, booms and busts, “hot” investments, tax law changes, wars and peace… the items we have lived and worked through in the past provide us with the outlook to effectively plan for our clients’ future today
What Sets Us Apart
Approaching every relationship with integrity.
You may think all investment firms are the same. However here at Michael J. Lucia and Associates we have made a conscious decision to create a family atmosphere and to give our clients a unique experience that goes beyond the normal financial planner / client relationship.
We don’t subscribe to a “one size fits all” way of financial planning. Rather we want to meet with you face to face and analyze each piece of your financial life so that we may make the best possible recommendations for your specific financial needs.
As a registered representative of Brokers International Financial Services, LLC, we are able to provide access to investment and insurance products from a wide array of institutions. Our independence allows us to constantly search the marketplace in order to research and identify investment options that help meet our client needs.
Helping you plan for your financial goals
We place the utmost importance on our independence. By operating free from the constraints of one, or a few, investment companies, we are able to help our clients select investments that are in their best interest.
Let us help plan your financial future
See the difference for yourself
Our Financial Management process is not achieved with a “one-size-fits-all” mutual fund or a blanket recommendation. Rather it is based in our decades of experience in listening to client concerns, providing education regarding available options, developing recommendations in our client’s best interest and serving as an ongoing financial mentor throughout all of life’s changes.