Impact Wealth Strategies

CONNECT

Address:

555 Taxter Road Ste 320
Elmsford, NY 10523

Phone:

(914) 407-4973

Fax/Other:

(914) 297-6527

Michael S. Settler, CPA

Michael S. Settler, CPA

Certified Public Accountant
Investment Adviser

Michael S. Settler is a Certified Public Accountant and President of the Firms Schlossberg, Settler & Co. CPA PC and Michael S. Settler, CPA PC, who specializes in working with closely held businesses and entrepreneurial companies as well as estate, trusts and all types of tax planning. He offers clients a hands-on approach and assists them in developing tax structures, accounting systems, business plans, financial and budget plans. He has over twenty years expertise in business operations and solutions for long-term business growth. He also provides consulting services to emerging companies. He works with businesses in diverse industries: apparel & textile, import & export, real estate, technology, professional services, and manufacturing & distribution. He maintains clients located in several states including but not limited to NY, NJ, CT, NC, PA, VA, GA, FL, TX, IL, VT, CA, AZ, DE, IA, MD, MA, MN, RI, SC, and DC.

Michael maintains strategic relationships with leading attorneys, bankers, and business consultants throughout the New York Metropolitan area to assist his clients with their needs.  With over 200 business clients and over 400 individual tax clients, Michael has developed a very diverse practice that has included Broadway shows to local mom and pop pizzerias.  This broad based knowledge of various types of industries and practices has enabled Michael to bring various creative ideas to all types of business and financial planning.

In addition to holding various licenses; including but not limited to Health and Life insurance Licenses, Series 7, Series 66, Series 63 and Series 6 Investment Licenses and Certified Public Accountancy License, he is a member of the New York State Society of Certified Public Accountants (NYSSCPA). He has served on many professional committees as well being a Member of the American Cancer Society Board of Advisors.  In addition to the above, Michael regularly participates in various tax, business and retirement planning, securities, investment, health insurance, life insurance and estate and trust continuing education courses at various sites within the tri state area.

He is married with three children and resides in New York. In addition to being an avid golfer with many accolades, he is a member of Dellwood Country Club in New City NY. Michael has also been very active in the local Little League Baseball as a manager and liaison for the Board and the parents of the league. In addition to participating as head coach in the local Basketball Programs for youth ages 9 to 15, Michael has also been very active with the Rockland County American Cancer Society, which he has helped raise over $125,000.00 each of the last seven years.

NY State Certified Public Accountancy
NY Health and Life Insurance
Series 7, 66, 6 and 63 Investment Licenses
Pace University, B.A. Business Administration
Florida State University, A.A.
Rye High School

Phone 914-407-4973 ext. 3
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck