I met Mikael in 1992 through Community Ed, an opportunity for me to learn about investing and planning for retirement. At the time, retirement seemed like a LONG way off. Now, 2025, I am so thankful to have had his guidance and ongoing support. At the age of 56/57, I was able to retire with confidence. Thank you!
- Teresa
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
I met Mikael when I was 30 years old. I went to one of his money management continuing education classes in Rochester. I knew Mikael had gone to the same high school as I had, so I knew he would be honest and trustworthy. At that time, I had been working as a nurse for 10 years and was ready to start planning for my future. He has spent a lot of time explaining money management in terms I could understand through the years. I really appreciated that and always felt I was a valuable client to him and his agency.
- Katherine
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
I first met Mikael when he presented workshops at Edison Elementary on wills and estate planning. I encouraged my husband to attend. He was impressed with the information Mikael shared. We started our estate planning when Mikael had an office behind Silver Lake Shopping Center. Mikael advised Bill and I for over 40 years. We trusted his suggestions on investments as well as my son and grandson's have benefitted by his suggestions. Mikael has made retirement easier for me.
- Joanne
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
I met Mikael Newman through a Community Education class. I was a single parent and arrived to my consultation appointment with a hand full of $25 savings bonds and significant credit card debt. I needed to get my finances under control. Mikael helped me pay down my debt and set up various savings plans to pay for my daughters education and save for her future college education along with starting my retirement accounts. I retired in 2024 with a comfortable financial portfolio. Mikael continues to manage my finances. I can't imagine what my life would have been like without his financial guidance.
- Teresa
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
I met Mikael many years ago at a Community Education class. Until then I was "managing my own money" by putting it into a savings account. At the time I was not able to put much away. Mikael spoke in terms I could understand and didn't shame me for not being able to put a large amount aside. He was so knowledgeable and empathetic. I immediately trusted his advice. That was years ago and since my brother and his three children and spouses, my daughter and spouse, and my Mom & Dad have all invested with Mikael. We now are educating the grandchildren, nieces and nephews on the benefits of investing and will guide them to the Newman Group once they finish school and begin getting an income.
- Sharon
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.