About Us

Michael Rufo, ChFC, CLU

At Retirement Group Retirement Planning Specialist
Phone: (216) 615-7475
Fax: (216) 861-7607

Mike Rufo began his career in 1983. As a financial professional with Equitable Advisors, and active member of the Northeast, Ohio community, Mike is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills over his 20 year career, Mike has regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:


  • Chartered Life Underwriter (CLU) professional designation of The American College
  • Chartered Financial Consultant (ChFC) professional designation of The American College
  • NASD securities registrations: Series 6,7,24,26,63, and 65.



Mike has a Bachelors of Business Administration from Cleveland State University.



Maintaining a strong sense of community and a solid professional foundation are very important to Mike. His community activities and professional affiliations include:



  • Member of the Million Dollar Roundtable
  • Financial Planners Association
  • Cleveland Chapter of Society for Financial Professionals
  • Member of the Heights Regional Chamber of Commerce
  • Unit Head of Families in Christ Jesus



Mike lives with his wife, Nancy, in Richmond Heights, Ohio with thier three daughters.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F79253

Arkansas Insurance License #: 12345

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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