Michigan Financial Companies Revenue
Financial Services • 
Southfield, Michigan, United States • 51-100 Employees
Michigan Financial Companies revenue & valuation
| Annual revenue | $18,000,000 |
| Revenue per employee | $183,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $57,400,000 |
| Total funding | No funding |
Key Contacts at Michigan Financial Companies
Matt Stirling
Director Of Compliance And Financial Planning Unit
Lindsay Smith
Director Of Client Relationships
Peter Frame
Director
Dane Smith
Executive Director Of Financial Planning
Gurveer Mann
Executive Director Of Financial Planning
Krysten Dinkins
New Business Director
Joe Petrovich
Director Of Advisor Services
Heather Weintraub
Client Service Director
Dan Tripp
Training Director
Lisa Johnson
Director Of New Business
Company overview
| Headquarters | 28411 Northwestern Hwy., Suite 1300, Southfield, MI 48034, US |
| Phone number | +12486634700 |
| Website | |
| NAICS | 52 |
| SIC | 671 |
| Keywords | Investments, Financial Services, College Planning, Retirement Planning, Life Insurance, Estate Planning, Long-Term Care, Qualified Retirement Plans, Fee-Based Financial Planning |
| Founded | 1997 |
| Employees | 51-100 |
| Socials |
Michigan Financial Companies Email Formats
Michigan Financial Companies uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@michiganfinancial.com), used 80.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@michiganfinancial.com | 80.4% |
{first name}{last name} | johndoe@michiganfinancial.com | 10.9% |
{last name}{last name} | doedoe@michiganfinancial.com | 4.3% |
{last name} | doe@michiganfinancial.com | 4.3% |
About Michigan Financial Companies
Michigan Financial Companies has been helping individuals, families and business owners preserve and grow their assets and realize their financial goals for over 30 years. Our associates meet the highest professional and ethical standards and are dedicated to helping clients attain their financial objectives of capital accumulation and estate preservation. We are committed to a comprehensive financial analysis process that allows us to thoroughly understand a client's goals and financial situation. We are committed to providing the same advice to our clients as we would expect to receive. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see our website for additional disclosures. finra.org (FINRA) sipc.org (SIPC)
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Michigan Financial Companies has 49 employees across 5 departments.
Departments
Number of employees
Funding Data
Michigan Financial Companies has never raised funding before.
Michigan Financial Companies Tech Stack
Discover the technologies and tools that power Michigan Financial Companies's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Analytics
Analytics
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