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James CapoferriInvestment Advisor Representative
Phone: 586-698-5232 Jim Capoferri is an Investment Advisor Representative with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. As an Investment Advisor Representative he is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to realize their financial goals. Education
Professional Registrations
Personal Data Jim resides in Shelby Township with his wife Dawn.  About Us
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Michigan Financial Companies is independent of John Hancock Life Insurance Company and Signator Investors, Inc.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 28411 NORTH WESTERN HWY - SOUTHFIELD, MI 48034 - 586-698-5221 We are licensed to sell Insurance Products in the following states: We are registered to sell Securities in the following states: California Insurance License #: 0G71064
Offering John Hancock insurance products. |
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