Edward F. Oldani
Edward F. Oldani
Investment Advisor Representative
Phone: (248) 676-2227
Fax: (248) 676-2228
Edward Oldani is an Investment Advisor Representative at Michigan Financial Companies, a financial services firm focusing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
Ed is a 42-year veteran of the Financial Services Industry. His maternal grandfather, Edward H. Diehl, introduced him to the John Hancock agency in March of 1975. He has extensive experience in pre and post retirement planning strategies as well as life insurance and estate planning strategies.
Ed’s office is located at 206 E. Liberty in downtown Milford, Michigan.
Memberships & Associations
- NAIFA member, 35 years
- Million Dollar Round Table – Life & Qualifying member*
- Huron Valley Chamber of Commerce-Member
- Named Five Star Wealth Manager, 2013 by Hour Magazine**
- Life, Accident & Health insurance licenses
- Series 6
- Series 63
- Series 65
Ed currently resides in Milford with Mary his wife of 31 years. He is an avid outdoorsman. Ed’s hobbies include dogs, hiking, skiing the slopes and spending time at his cabin in the Rockies when he gets the chance.
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.
**The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC (dba Five Star Professional). It includes less than 27% of 2,762 wealth managers considered in the Detroit area in 2013.
Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credential professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) Non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served; (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.
The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of the wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, however, award winners may purchase additional profile ad space or promotional products. Five Star Professional is not an advisory firm.