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 2018, our firm's Premium/GDC has grown from $2.5 million to $19.7 million.
  • Advisors who have been with our firm since 2004 have experienced 15.13% growth over the course of 14 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, 2008-2018
  • Named one of the 101 Best and Brightest Companies to Work For by the Michigan Business and Professional Association, 2008-2018
  • Ranked #9 on Crains Detroit Business Insurance List

Informational Videos


Three Unique Offerings - Nick J. Valenti, CLU, ChFC, CFP, President/CEO

Competitive Compensation - Nick J. Valenti, CLU, ChFC, CFP, President/CEO

Michigan Financial Companies provides three unique offerings that sets us apart from others in the industry while also offering competitive compensation. Click the links above to hear more about our three unique offerings and competitive compensation from our CEO, Nick Valenti.



Advisor Growth Support - Kim Stine, Sr. 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 trusted business advisor model and advisor growth support from our Sr. 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 Walker, Vice President of Marketing

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 Vice President of Marketing.



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

Sr. Vice President

(210) 998-5036

evalenti@pws-texas.com