Michael Bartolotta Jr., CFP®, AIF®

Michael Bartolotta Jr., CFP®, AIF®


Partner | Accredited Investment Fiduciary®

For over 10 years Mike has worked diligently to help his clients plan for and achieve their most important financial goals and dreams. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, he focuses on comprehensive financial planning to ensure that each recommendation is tailor made to suit their unique situation.

Mike’s areas of concentration are retirement and investment planning, insurance analysis, as well as education planning. He prides himself on handling every client with the highest level of expertise and care through every stage of life.

Born and raised in Connecticut, Mike resides in Farmington. He graduated magna cum laude, earning his bachelor of science in business management from Albertus Magnus College. He is an avid golfer and also plays competitive baseball in tournaments all across the country.