Michael Rothstein is a Virtual Premier Banker with 18 years of financial services experience. After watching his parents receive potentially disastrous financial advice, he has made it his life's work to partner with his clients to truly understand their unique needs and financial situations. He uses that information to help them take a comprehensive, holistic, and strategic approach to planning, while delivering customized solutions in five, key areas: banking, cash flow, strategic credit, investments, risk management, and insurance. Michael serves as his clients’ advocate, always acting in their best interests. They can rely on him to provide guidance, education, and build their trust through high-touch attention, in-depth conversations, and technology.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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