About My Practice
Michael J. Emser, CFP is a CERTIFIED FINANCIAL PLANNER professional and president of The Michael Emser Wealth Management Group, Inc. Mike works with a variety of professionals, business owners, and hard working families with retirement and wealth management issues as a Registered Principal with United Planners. He begins the process of planning with a discussion of "what does your money really mean to you". Our mission: "We handle the financial affairs of successful people so they can enjoy the fruits of their labor".
Mike is a former director of the Association for Financial Planning, as well as a current member. He served on the board of directors of the Finance committee of NYSARC. He is a past adjunct faculty member of Medaille College, and the 1999-2000 president of a fraternal organization of which he is still very active. He is the current president of the Professional & Businessman's Association of WNY, and a very active member of the Clarence Rotary Club. Mikes philosophy is that helping community is helping his clients!
He has been in practice over 25 years now. As such he has assisted many clients with the transition into retirement.
Mike brings the following values to the "table" to help clients achieve goals:
Fee Based practice
A Boutique where each client is a very important part of our practice
Certified Financial Planner (CFP)
Registered Securities Principal
Committed to the financial planning process to increase your success
Please call Mike's office (716) 633-1999 to schedule a complimentary, introductory meeting.
Michael Emser is a Registered Principal offering Securities and Advisory services through United Planners Financial Services, Member: FINRA, SIPC. Michael Emser Wealth Management Group and United Planners are not affliated.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: NY, PA, FL, WA, Health/disability insurance: NY, PA, FL, WA, Fixed annuities: NY, PA, FL, WA, Variable annuities: NY, PA, FL, SC, WA, CO, OR
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: The majority of my practice is "fee based".
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.