Michael J. Sousou

Credentials:
  • CLU®
  • ChFC®
  • LUTCF®
  • CRPS®

Focus: Business Owners, Business Succession Planning, Charitable Giving, College Funding Strategies, Estate Planning, Financial Education, Group Benefits, Insurance Strategies, Investment Strategies, Military, Retirement Income Planning, Risk Management Strategies, Special Care

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

I obtained my Bachelor of Science in Business degree from LeMoyne College in Syracuse, NY (1984). I have been in the financial services industry for more than 34 years.  I am married with two children and live in Fleming Island, FL.  I enjoy running, traveling, and spending time with family.

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Coastal Financial Strategies

Satellite Office

165 Wells Road Suite 204
Orange Park, FL 32073

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CRN201912-180567