Broomfield
Join us for a quick one hour meeting to learn more about our organization, the Broomfield Chapter, and how being a member will help you accomplish your goals!
- Day: Fridays
- Time: 8:30am - 9:45am
- New York Life
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Address
370 Interlocken Blvd, Ste 600
Broomfield CO, 80021 - Office Number (303) 403-5600
- Website https://michealpaul.nylagents.com/
- Linkedin https://linkedin.com/in/michealpaul
Micheal Paul
New York Life
Financial Advisor / Agent
Business Retirement Planning
Bio
I have over 30 years in various areas of financial services. The first 20+ years were spent on the lending side of finance and the most recent 10+ years have been spent on the investment/insurance/financial planning side of finance.
I enjoy working with small to mid-size business owners on succession planning / exit planning / estate planning. These are all intertwined disciplines for closely held companies and require the broad and deep knowledge and experience to be able to be effective. My background leaves me perfectly suited to assist small business owners with this critical process.