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Experienced Advisors

Our proven success systems and independent platform can be the perfect formula for creating your “ideal” practice. Take advantage of the support surrounding you to overcome obstacles, capitalize on opportunities before you, and build the lifestyles you desire.

Why Michigan Financial Companies & Platinum Wealth Solutions?

A Rising Tide Lifts All Ships

  • From 2003 to 2015, our firm's Premium/GDC has grown from $2.5 million to $17.5 million.
  • Advisors who have been with our firm since 2004 have experienced 17.93% growth over the course of 12 years.

Your Unique and Unfair Advantage

  • Our firm provides first-class resources to support you in the success of your business, including:
  • The Marketing Implementation System
  • Financial Planning Team
  • The Trusted Alliance Program
  • The Advisors' Coach
  • The Technology & Social Media Advantage
  • The Mentorship Program

Recognition

  • Consistently ranked in the top 3 Small Business Companies of SE Michigan by the Detroit Free Press Top Workplaces, 2008-2015
  • Named one of the 101 Best and Brightest Companies to Work For by the Michigan Business and Professional Association, 2008-2015
  • Ranked #9 on Crains Detroit Business Insurance List

Informational Videos

Equity Succession - Nick J. Valenti, CLU, ChFC, CFP, President/CEO

Michigan Financial Companies offers an industry leading equity and succession platform that enables you to benefit from the success you've achieved as you prepare for retirement. Click here to hear more about Equity and succession planning from our CEO, Nick Valenti.


Marketing Introduction - Kim Stine, Vice President

We offer customized and personal plans that allow new advisors to transition seamlessly into our firm and build their business. Click here to learn more about our transition plan, annual plan, and 90-day plan process from Vice President, Kim Stine.


Success Systems - Lori Oancea J.D., Executive Director, Training & Development

We have identified 7 key areas that are paramount to running a successful financial services practice. Click here to learn more about prospecting new client acquisition, client service, business processing, transitioning clients, human resources, and marketing from Lori Oancea J.D., Executive Director.


Marketing with Social Media - Kristen Stack, Director of Marketing Development

Our marketing department can train you to better utilize social media in growing your business. Click here to learn more about using LinkedIn expand your list of prospective clients from our Director of Marketing Development.



Additional Resources

What is Your Vision of Success? - An overview of two of our proven success systems to create your ideal practice.


For more information or questions about joining our team, please contact:

Elizabeth Valenti

Vice President

(210) 998-5036

[email protected]