Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
3522 Paesano's Parkway
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.
Our firm provides first-class resources to support you in the success of your business, including:
Three Unique Offerings - Nick J. Valenti, CLU, ChFC, CFP, President/CEO
Competitive Compensation - Nick J. Valenti, CLU, ChFC, CFP, President/CEOMichigan 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.
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:
Sr. Vice President