Michael Dalleo

Michael Dalleo

Registered Representative

Mobile Phone: 207.351.6084
E-mail:
 

Licensed Territories: CT, MA, ME, NH, VT

Mission Statement:

My client's goals typically fall into areas of small to large groups, specifically employee benefits, tax advantaged wealth accumulation or, for individuals, risk management, retirement needs, tax advantaged wealth accumulation and life insurance services.

 

Personal & Professional Qualifications:
  • Investment Adviser Representative
  • Licensed in 1981 Property & Casulty insurance
  • 1984 Life & Health insurance
  • 1986 FINRA Series 6 
  • 2007 FIRNA Series 7 & 66
  • Member of American Society of Pension Professionals & Actuaries (ASPPA)

 

Company Specialty:

403(b) administration support

 

Specialty Services:
  • Retirement planning
  • Employee benefits
  • Life insurance

 

Services Outside of The Legend Group/Lincoln Investment:

Property & Casualty Insurance