Michael J. Teddy is the lead Financial Advisor with
M.J. Teddy & Associates. He is a nationally known strategic planner who focuses on business, estate and succession planning strategies for entrepreneurs and high net worth individuals and families. The emphasis of his planning is to educate, organize and prepare his clients on the latest wealth preservation and business planning concepts, tactics and strategies.
Since 1982 clients have chosen to work with Mike because he builds significant client relationships based on integrity and loyalty. What this means is that he will show a genuine interest in your unique situation and share a process that will educate, organize and prepare you for the inevitable financial issues you will face. The real benefit is that you will feel assured that your actions today will help to protect and preserve your business and family for the future.
Mike is a ten time qualifier of Court of the Table of the Million Dollar Round Table (MDRT), which recognizes the top three percent of the world’s life insurance sales force. Mike has consistently been one of National Life Group’s leading producers*. A graduate of Champlain College, he has also earned his Chartered Life Underwriter (CLU) designation from the American College. He is licensed in NY and holds Series 6 and 63 licenses.
Mike and his wife Patty live in Rochester, NY and are parents to three grown daughters. Mike enjoys spending his time away from work with his family in Vermont, traveling, skiing, golfing and enjoying his grandchildren.
*Awards and memberships are based on sales criteria.