Michael Corgiat

Michael brings over 30 years of experience in the financial services industry. He began his career with Allmerica Financial and Securities America, focusing on building comprehensive financial plans. He has worked with individuals and small business owners his entire career. In 2014, he joined The Retirement Group where he began building a comprehensive understanding of the benefits packages for many Fortune 500 companies, helping their employees transition to retirement. 

Michael believes in using a holistic approach to financial planning – one that focuses on successful wealth management and exceptional client service. He focuses on seeking to understand his clients’ goals and objectives so that he can build a unique financial plan to serve his client’s best interest. He makes complicated issues understandable and most importantly, he appreciates that the most important part of any conversation is listening to what the client has to say. He believes that he can best assist clients in being proactive about their finances, understanding what matters most to them, and helping them make day-to-day decisions with long-term financial success in mind. 

Outside of his professional pursuits, Michael enjoys spending time with his fiancée, Carolyn, her daughter Kelly and grandchildren and their dog, Riley. They enjoy traveling to the beach and exploring the countries National parks.