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Team

At Financial Solutions of Michigan, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Joseph D. Longo CLU, CFP®, LUTCF, LIC, RFC

President/CEO, LPL Registered Principal / Branch Manager, Founder of Financial Solutions of Michigan Inc.

(248) 792-9050 ext. 105

Licenses: Series 7, 24, 63, 65 registrations held with LPL Financial and Michigan Life, Accident, Health Insurance

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Licenses: Series 6, 22, 63, 65, and registrations held with LPL Financial and Michigan Life, Accident, Health Insurance

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Licenses: Series 7, 24, 66 registrations held with LPL Financial and Michigan Life, Accident, Health Insurance

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Licenses: Series 7, 63, 65 held with LPL Financial, and Michigan Life, Accident, Health Insurance

CERTIFIED FINANCIAL PLANNER™ professional

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Bob Rutkoske

LPL Registered Principal / Branch Operations Manager

(248) 792-9050 ext. 103

Licenses: Series 6, 07, 24, 63, 65 registrations held with LPL Financial and Michigan Life, Accident, Health Insurance

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Susan E. Haffey

LPL Registered Administrative Associate, Branch Marketing Associate

(248) 792-9050 ext. 102

Licenses: Series 6, 07, 63, 65 registrations held with LPL Financial and Michigan Life, Accident, Health Insurance

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Licenses: Michigan Life, Accident, Health Insurance

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Bachelor of Applied Science, Major in Commercial Art – Minor in Marketing, from (CMU) Central Michigan University

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