Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Jeff W. Mashini, EA

Jeff W. Mashini, EA

Financial Advisor

Jeff Mashini is a Financial Advisor with Michigan Financial Companies, a financial services firm specializing in pre and post retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately held companies.

Jeff is an enrolled agent. Enrolled agent status authorizes a tax advisor to practice before the IRS. It is important to note that such representation does not extend to the Federal Court System, including but not limited to Tax Court.

 Jeff has been in the financial services industry for 10 years. He is well versed in business owner needs and he works closely with businesses.

Education

  • Wayne State University

Professional Designations

  • IRS Enrolled Agent
  • Life, Accident & Health
  • Variable Contracts License
  • Series 7
  • Series 66
  • Series 24
  • Series 51
  • Series 6
  • Series 63

Personal Data

Jeff has been a lifelong resident of Michigan. He resides in Clinton Township with his wife and son, and is an active parishioner at his Catholic parish. Jeff is also a member of the Knights of Columbus. Jeff enjoys spending time with family and friends, and his hobbies include reading and traveling.