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Michael Casasanta, CPA, CFP®

Casasanta & Associates, LLC

39 East Cedar Street
Newington, CT 06111
Phone: (860) 436-9242
Fax: (860) 436-9541

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Business Taxes
  • Asset Allocation
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance, Property/casualty
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
Broker-Dealer Affiliation
H.D. Vest Financial Services

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.