Our Firm Profile

Michigan Financial Companies, Inc. 

First Row: Nick J. Valenti, president & CEO
Second Row From Left: Kevin R. Kneip, Vice President and Kim Stine, Vice President of Marketing & Operations
                                                                                                    
Nick J. Valenti, CLU, ChFC, CFP®
President & CEO
28411 Northwestern Highway, Suite 1300
Southfield, MI 48034
Phone: (248) 827-1300 
Fax: (248) 827-7378
 
Office Locations:
Southfield, Sterling Heights, Detroit, Livonia, Milford, and Lansing, MI. Several independent producer groups also affiliated with Michigan Financial in Toledo, OH.
www.michiganfinancial.com
 
Our Mission:
The mission of Michigan Financial Companies is to impact the lives, lifestyle, and legacies of its clients and associates. This full service financial organization delivers the products, marketing and business development resources, and personal service that allow financial representative to build successful practices through long-lasting, trusted client relationships.
 
The firm offers three options for affiliation based on level of independence and support desired. Resources and practice management are customized for financial representatives based on their affiliation and business vision. With an intense focus on providing value and believing that “a rising tide raises all ships”, the experienced team at Michigan Financial brings a passion for serving clients and associates to everything they do with the highest ethical standards, energy, and supportive work environment that is very visible and well-regarded.
 
 Our Resources
  • Open product platform with a comprehensive range of high quality protection, investment, and advisory products from leading carriers including John Hancock.
  • Access to a top-tier broker dealer, Signator Investors, Inc., providing a robust operational platform to facilitate your business.
  • Firm level specialists in areas of estate planning, business strategies, marketing, advanced sales, group insurance, long-term care insurance, investments, and compliance.
  • A seasoned in-house insurance brokerage specialist to support independent brokers with product access, case design, and operational support
  • A sophisticated estate and business planning group provided by John Hancock Advanced Planning Group consisting of experienced attorneys, accountants, actuaries and case design specialists. This service is available to financial representatives working with current and prospective clients.
  • Value added services for top performers including an experienced transition team, access to firm-based marketing initiatives, advanced sales consultants, underwriting support, and study groups.
  • A proprietary equity and succession platform providing support for the purchase or sale of your business. This platform includes valuation models, financing support, tax allocation strategies, and transition planning.
 
Practice Management
  • Experienced, dynamic Marketing Director consults with representatives to develop personalized, comprehensive business development plans including execution in chosen markets. 
  • Access to firm level special events including the well-known Fashion, Food & Finance event to target successful women professionals and business owners.
  • Firm resources to cultivate long-term relationships with CPAs, attorneys, banks, credit unions, and property/casualty firms.
  • Active outreach program to match clients with active associates.
  • Comprehensive training platform including proprietary client centered selling system as well as third party target market training resources.
  • Successful joint work and mentoring opportunities

Recognition

·        Featured in Crain’s Detroit Business and the Troy Times
·        Ranked #12 on Crain’s Detroit Business Insurance List, October 2008
·        Ranked #1 Small Company for 2008 and Top Workplace in SE Michigan by the Detroit Free Press, October 2008
·        GAMA Master Agency Award, 2008
·        Named one of the 101 Best and Brightest Companies to Work For by the Michigan Business and Professional Association in 2008 and 2009.
 
Our Team
90 Financial Representatives
 
PRESIDENT/CEO
Nick J. Valenti, CLU, ChFC, CFP®
 
VICE PRESIDENT
Kevin R. Kneip, CLU, ChFC
 
VICE PRESIDENT, MARKETING & OPERATIONS
Kim Stine
 
DIRECTORS
Jeffrey Marrs
Gary Nustad
 
WE ARE STRONGLY COMMITTED TO DIVERSITY AND EQUAL OPPORTUNITY
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., member FINRA, SIPC, a Registered Investment Advisor. 197 Clarendon St., Boston, MA 02116.
JHFNIFP 08/09