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Michele A. Sheridan, CFP®

M. Griffith Investment Services Inc.

555 French Rd
Suite 2
New Hartford, NY 13413-1044
Phone: (315) 738-4578
Fax: (315) 797-1872

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues
  • Nontraditional Households
  • Women's Finances

 

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.