Michael Kramer, CRC®

PROFESSIONAL EXPERIENCE

I have over 21 years of experience in the financial services industry and have been with The Legend Group since 2002. In addition to working as an independent advisor, I offer income tax preparation services through my company, MGK Tax Advisors, Inc.

As an independent financial advisor with a strong tax background I am able to offer a wide variety of products and services that help my clients meet their individual goals. One of my goals is to educate my clients about their investments and create a financial road map leading them to achieve their financial goals.

ABOUT ME

I am a life-long resident of the Rochester area, currently living in Webster, NY. I am also involved in the community in many different aspects. I am involved in local charities and not-for-profit groups. I also enjoy boating, especially in the Sodus Bay area and Lake Ontario.

Professional Qualifications

• Graduate of SUNY Cortland
• Certified Retirement Counselor (CRC®)
• Certified Retirement Education Specialist (CRES)
• Holds Licenses 6 and 63 registrations
• Life and Health Insurance Licenses

Specialty Services

• Durable Income Strategies
• Retirement Income Planning and Implementation
• Retirement Planning
• Saving for the Future
• Investing Made Simple
• Insurance

Memberships

• Lakeshore-Rochester Kiwanis Club
• NTSA

Branch Address

1880 E Ridge Rd, Suite 1A
Rochester, NY 14622

Registered in CA, FL, GA, ME, NY, SC, TX

_{MGK Tax Advisors, Inc is not an affiliate of The Lincoln Investment Companies.  Tax services are not offered through, or supervised by, The Lincoln Investment Companies.}