Broker Check
Michael Pine

Michael Pine

Managing Partner, Co-Founder

Michael began his career in the financial services industry more than three decades ago. Over the course of time, he has established a broad base of experience in estate planning, financial strategies, and insurance protection. Michael has received multiple accolades, recognition, and awards for his work with individuals, families, and small businesses in need of wealth restructuring and strategic planning. He takes tremendous comfort in knowing his clients are well protected in the face of life's twists and turns.


Michael graduated from Boston University with a BS in Communications. Shortly after, he embarked on his career as an insurance advisor. Michael had a gift for laying out a strategic roadmap for complex business and personal planning that would protect and serve any family. He became sought after. His knowledge of Social Security and the many intricacies of when to take benefits, when to hold off, and how to maximize have coined him, ‘The Social Security Man’. He has helped thousands save millions.


Michael lives in Newburgh, New York with his wife, Lori. They are blessed with four children and three grandchildren. In his free time, he enjoys the Jersey shore and traveling with his family. He is an avid fan of college basketball, golf, and hiking. Michael sits on several non-profit boards and is passionate about helping others, just like you.