Broker Check
Michael Graziano, MBA, CRPC®

Michael Graziano, MBA, CRPC®

Financial Advisor

Michael is a financial advisor with Wealthbridge Legacy Partners in East Greenwich, RI. Michael has been a financial advisor since 2009 and has worked in financial services since 1996. He focuses on helping to grow and protect his client’s assets and working with them to develop an overall financial plan to meet their financial goals and objectives. By utilizing a financial planning process philosophy, Michael focuses on adapting to his clients’ specific needs, rather than just selling products. Michael’s mission is to help clients by providing a clear understanding of their financial goals, a well-defined plan for achieving those goals and ongoing advice to help them adjust when needs change. His approach is distinguished by a focus on objective guidance, holistic planning, and education. Michael’s areas of focus include retirement planning, risk management, college, tax and estate planning, investment and portfolio management as well as providing guidance on employer-sponsored plans and company benefits. Michael works with a team of advisors with over 150 years of combined experience in East Greenwich, RI. Together they form Wealthbridge Legacy Partners, a boutique financial planning firm that is in alliance with Equitable Advisors. Michael has a B.S. in Accounting from Rhode Island College and a Master of Business Administration from Providence College. He currently holds his FINRA Series 7, 66 and 24 registrations and Life and Health licenses in Rhode Island, Connecticut, Massachusetts, Maine, Florida, and South Carolina. Michael was born and raised in Providence and is currently a resident of Cranston. He is an avid sports fan, enjoys golf and biking and most importantly enjoys spending time with his family especially at their summer residence in Narragansett. He also serves as the Board Chairman of the Cranston, RI Housing Authority. Book a meeting with Mike here: https://calendar.cirrusinsight.com/schedule/michael-graziano

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.