Michael Guertin is a financial advisor with Integrated Financial Concepts and Equity Services, Inc. (ESI) and life insurance producer with National Life Group based in Rhode Island. Michael is the founder and creator of “Financial Fitness” a focused approach of financial planning for physically active adults that is scheduled to premiere in April 2025.
After a twenty-year successful career in global mobility, Michael became a financial advisor during the height of the great recession of 2009. He began his practice by focusing on his former industry in the New York and New England markets. Michael’s practice now includes multigenerational families, foreign national clients and businesses, including automotive and funeral services, as well as those individuals who share his passion for his leisure activities.
Michael and his wife Michelle are lifelong Rhode Island residents and have two adult children and two grandchildren. He is an active rock climber in top rope and bouldering, scuba diving, surfing, skiing as well as bike riding. Michael is a two-time qualifier for President’s Club* since joining National Life Group in March 2023 and ESI in September 2024.
Michael Guertin is a Registered Representative and Investment Adviser Representative of Equity Services , Inc. Securities and investment advisory services are offered solely by Equity Services, Inc. Member FINRA/SIPC, 200 Schulz Dr. Ste 125 Red Bank, NJ 07701 (848)200-7170. Integrated Financial Concepts is Independent of Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont. National Life Group is a trade name of National Life Insurance Company (NLIC), Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual Obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
*Membership is based on sales criteria.