Michael Hogan

NCU Financial Advisor

Michael has more than 24 years of experience working with individuals and families to help them reach their financial goals. Prior to joining our team, Michael helped the clients of Citizens Bank and Southbridge Credit Union plan their financial futures. His role included developing customized plans that incorporated asset allocation, wealth management, retirement, income and succession planning, along with protection strategies.

Michael utilizes a goals-based approach to get to know you and your family's needs and priorities. With this understanding, he creates an investment strategy tailored to help you manage your financial goals with confidence. For a complimentary consultation, contact Michael at 401.319.2935.

Education

  • B.A ., History, University of Rhode Island, 1993
  • FINRA licenses 6, 7, 63, & 66
  • State of Rhode Island Life and Health Insurance license

Professional Services

  • Retirement Planning
  • Life Insurance Planning
  • Personal Financial Assessments
  • Investment Management
  • Education Funding
  • Wealth Management
  • Comprehensive Financial Guidance
  • Long Term Care Insurance
  • Tax-advantaged Investment Planning

Personal

  • Married with one son
  • Enjoys competitive sailing and sport fishing