Mike Kulesza has been serving the financial needs of families, business owners and professionals for a number of years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Mike takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Mike works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth planning, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Mike works diligently to help you develop both your personal financial plan and a detailed investment strategy. Mike’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Outside the office, Mike has been active in business and civic affairs in Norfolk and a member of St. Jude’s parish. His wife Jean is a successful real estate agent. Their oldest son, Joseph, is a recent graduate of Providence College and pursuing a career in research at the Dana Farber Institute in Boston. Their twins, Olivia and Nicholas, are Juniors in college. Olivia is a student at Sacred Heart University and Nicholas at Merrimack College.