Broker Check
Michael W. Mustico

Michael W. Mustico

Financial Advisor, Juris Doctor, CPA

Michael is the President of The Mustico Financial Group, Inc. in Elmira. Michael engages in a proactive approach to financial and retirement planning, which he firmly believes is the key to long-term financial success. The financial planning process provides Michael and his clients with satisfaction and peace of mind that comes from achieving financial goals.

Michael graduated Cum Laude from The University of Notre Dame with a Bachelor’s degree in Business Administration and graduated with a J.D. from The Syracuse University College of Law.

Michael has extensive experience practicing as both a CPA and an Estate Planning Attorney. This includes working in the Personal Financial Planning Division of a “Big 6” accounting firm in Syracuse. There he was responsible for the preparation of financial plans for mid to high net worth clients, and also authored their Handbook for Financing Long-term Care. He also practiced as a Tax and Estate Planning Attorney in Syracuse, as well as locally.

Michael now works with a limited number of families in the creation and implementation of comprehensive financial plans. These plans integrate Estate and Income Tax strategies, Asset Protection devices, and Investment strategies. Michael then coordinates the implementation of any investment and planning strategies. In this regard, Michael prides himself on being his clients’ most trusted Advisor, to help them and their families effectively achieve their goals, both during their lives and beyond.