A complete list of active advisors currently associated with Michael J.. Schussele, CPA
Warmer can help you find a great advisor at Michael J.. Schussele, CPA or one who fits your needs even better.
The firm provides investment advice primarily to individual investors and may also advise trusts, partnerships, corporations, not‑for‑profits, and retirement plans. Services include portfolio recommendations, retirement and estate financial planning, and employee retirement plan design, delivered in person or through a purposely virtual practice. Investment recommendations are personally researched and tailored rather than produced by automated software or pre‑designed models; the adviser uses fundamental and technical analysis supplemented by weekly economic and financial research and independent databases. Clients are evaluated with a written risk questionnaire, and retirement planning incorporates independent stress‑testing tools to assess longevity and spending scenarios. The firm is fee‑only and is compensated on an hourly basis rather than using percentage‑of‑assets under management, and it does not accept custody of client funds—clients implement trades themselves or may grant a limited trade authorization for execution at the client's brokerage. The adviser also declines to recommend or sell insurance products (the firm did not renew an insurance license) and does not provide tax‑preparation services, choices that distinguish it from many peers.
To learn more about the advisors currently working at Michael J.. Schussele, CPA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Springfield, IL
| 19
|
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