M & I Financial Planning Services

Marina Galeano is a financial advisor at M & I Financial Planning Services in Estero, FL, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with M & I Financial Planning Services since 2003. Outside of her advisory role, she has extensive experience as a housewife since 1990. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm manages approximately $16.8 million in discretionary client assets, focusing on a conservative, asset-preservation approach with moderate growth and consideration of clients’ overall financial situations.

Irwin Milch is a financial advisor at M & I Financial Planning Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with M & I Financial Planning Services since 2003. Milch also maintains a long-term association with Gary Goldberg & Co., Inc. since 1997. M & I Financial Planning Services provides investment management and financial planning primarily to individual investors and family trusts. The firm employs a conservative, asset-preservation investment approach with discretionary portfolio management and considers clients’ broader financial situations including real estate, insurance, and tax factors.