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    About Me
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Michael T. Polito, CFP®, CLU®, ChFC®, RICP®

Financial Adviser

As a child, both of my parents worked hard.  My father worked countless weekends as a bartender as he built an insurance agency.  My mother was a schoolteacher who consistently worked on improving her craft.  By the time she retired, she had earned 4 master’s degrees.  Along with work, they both gave back to the town, the church, and organizations they cared about.  As I got older, I began to realize the important roles they both played in the community.  People would always approach me to tell me they knew my parents and followed up with a story on the positive impact they left on them.  These values were instilled in me, and I knew I wanted to have the same impact on my community.

 

After graduating from Dedham High School in 2001, I went on to attend Bentley College where I earned a bachelor’s degree in Corporate Finance & Accounting in 2005.  I spent a few years working in the corporate world as an accountant, but I did not get the satisfaction I wanted. In 2007, I decided to make a change. With the values I grew up with, I knew I wanted a career that allowed me to help people, enhance my education, and be a positive impact on the community.  That is when I began my career in the financial services industry.

 

Throughout my career, there have been many challenges in the financial markets and economy. While learning and working through them, I began to gain deeper knowledge of ideas and strategies to help people through these times.  My passion shaped my business and focused my skills on two important areas; helping clients build and incorporate a retirement income plan, as well as a defined succession plan, ensuring the smooth transition of making sure our things go where we want them to.

 

In my free time, you can find me within the community.  I live in Dedham with my wife Laura, and our two children.  I am an active member of Celestial Lodge of Freemasons, Norfolk Golf Club, former Town Meeting Member, and currently elected to the Board of Assessors.

 

If my story of family values, education, and community involvement resonates with you and you’d like to talk, give me a call at 781-329-2999 or email me at mike@politofinancial.com. You can also visit my website, www.politofinancial.com.

Disclosure

Michael Polito is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4312661), CT, FL, MA, NC, NH, NJ, NM, NY, PA, RI, SC, TX, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Michael Polito is licensed and authorized to offer insurance in California, but POLITO FINANCIAL AND INSURANCE may not be. For additional information on California licensure status, please click here.

Michael Polito is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 437 High St, Dedham, MA, 02026, 781-329-2999. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, NH, NJ, NM, NY, PA, RI, SC, TX, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Polito is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, MA, NH, NJ, NM, NY, PA, RI, SC, TX, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

POLITO FINANCIAL AND INSURANCE is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither POLITO FINANCIAL AND INSURANCE nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • About Me
    • About Eagle Strategies
  • Products & Services
    • For Professional Advisors
    • Business Solutions
    • Advanced Planning Resources
    • Products
    • Products (Non-Registered Rep)
    • My Services
    • Our Services
  • Your Role
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
  • Contact Us

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