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Dale A. Glick, ChFC®

Dale A. Glick, ChFC®

Investment Advisor Representative

Dale A. Glick, ChFC is a financial advisor with the MFC Private Client Group; an affiliate of Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business & succession planning for business owners and executives of both publicly- and privately-held companies. 

As a wealth management advisor to high net worth families and business owners, he is uniquely qualified to address the complex and diverse needs of high net worth individuals. He helps to coordinate the various planning disciplines including estate, philanthropy, asset protection, business transfer, retirement and investment planning.  He works closely with his clients' attorneys and CPAs to minimize taxes and preserve their businesses and their estates. Dale's practice is concentrated throughout the Midwest with clients in Michigan, Ohio, Indiana, and the Chicago area.

Education

  • Attended the University of Cincinnati 1965-1968.

Professional Qualifications

  • Life, Accident & Health Insurance Licensed
  • Series 6
  • Series 63
  • Series 22
  • ChFC Designation

Memberships & Affiliations

  • NAIFA
  • Society of Financial Services Professionals

Personal Data

Dale is a Bloomfield Hills resident. He is married to Barbara and they have celebrated over 40 years of marriage. They have four adult daughters and four grandchildren.