Michael Gimlin, Jr.
Financial Advisor
With 3 years of experience in the financial services industry, Michael Gimlin Jr. is dedicated to helping individuals and families navigate the complexities of their financial futures. As a valued financial advisor, Michael specializes in crafting financial strategies that align with each client’s unique goals, values, and aspirations.
Whether it’s retirement planning, investment management, tax strategies, or estate planning, Michael offers comprehensive guidance to help clients make informed decisions and achieve long-term financial success. By taking a holistic approach to wealth management, Michael strives to build a road map that not only meets immediate needs but also positions clients with a goal for a secure and prosperous future.
As a LPL Registered Representative, Investment Advisor, a Life and Health Insurance Agent, a Degree from the University of Buffalo, and growing up with a father who has been in the financial industry his whole life, Michael combines in-depth industry knowledge with a deep understanding of clients' personal situations to offer actionable, clear, and transparent advice. He believes that financial planning is a partnership built on trust, and is committed to providing personalized, ongoing support to help clients pursue their financial goals.
When not working with clients, Michael spends his time volunteering with the Lockport Lions Club, working out at Jada Blitz Fitness and enjoying time with his wife and his newborn baby, further reflecting their commitment to balance and well-being in all aspects of life.