Michigan Financial Companies

Michigan Financial Companies Southfield, MI | Sterling Heights, MI | Detroit, MI Our strategy embraces a team philosophy when working with our clients. finra.org (FINRA)
sipc.org (SIPC)

Michigan Financial Companies has been helping families and business owners realize their financial goals for over 30 years. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all we do. Our organization is comprised of a dedicated team of professionals with a wide range of backgrounds and disciplines – in finance, insurance, and

investments. We encourage our clients to integrate existing relationships with their trustees, attorneys, and accountants to ensure that our representatives can take a comprehensive approach when creating financial solutions. 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.

For many professionals, LinkedIn is the first impression they make online. Join Senior Vice President, Kristen Walker, f...
06/03/2026

For many professionals, LinkedIn is the first impression they make online. Join Senior Vice President, Kristen Walker, for a one-hour webinar to earn one CPE credit and discover how to build credibility, expand your professional reach, and use LinkedIn more effectively to connect with clients and prospects.

📅 June 17 | 2:00–3:00 PM EST
🔗 Registration link: https://michiganfinancial.com/cpa-ce-registration

You've probably heard about "Trump Accounts," but what exactly are they?In this article, we break down the details, incl...
06/02/2026

You've probably heard about "Trump Accounts," but what exactly are they?

In this article, we break down the details, including eligibility requirements, contribution limits, tax considerations, and potential benefits for families. Read more to learn how these accounts work and how they compare to other savings options.

Trump Accounts are a new child-focused savings option with a federal seed contribution, annual contribution limits, and special tax rules. Here’s how they work, who qualifies, and what families should know.

Financial Fun Fact Friday: Helium isn’t just for balloons — it’s essential for MRI machines, semiconductor chips, aerosp...
05/29/2026

Financial Fun Fact Friday: Helium isn’t just for balloons — it’s essential for MRI machines, semiconductor chips, aerospace systems, and fiber optics. A single MRI machine can require up to 1,000 liters of liquid helium, highlighting how critical this “invisible” resource is to modern healthcare and technology.

On the supply side, about one-third of the world’s helium comes from Qatar, meaning global prices are highly sensitive to geopolitical disruptions. As a result, shifts in supply can quickly ripple through industries and potentially raise costs for electronics, medical imaging, and even everyday consumer goods.

Cyber threats are constantly evolving, making cybersecurity awareness more important than ever. Join Gary Nustad, CLF fo...
05/27/2026

Cyber threats are constantly evolving, making cybersecurity awareness more important than ever. Join Gary Nustad, CLF for a 1-hour webinar covering 10 key cybersecurity risks and practical ways to better protect yourself and your organization. Earn 1 CPE credit while gaining insights you can apply right away.
Register here: https://michiganfinancial.com/cpa-ce-registration

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Financial Fun Fact Friday: Memorial Day is a time to honor and remember the men and women who lost their lives while ser...
05/22/2026

Financial Fun Fact Friday: Memorial Day is a time to honor and remember the men and women who lost their lives while serving in the U.S. military. Many Americans observe the holiday weekend by gathering with family and friends for cookouts and backyard BBQs.

During Memorial Day weekend, spending on food and beverages is estimated to top $8 billion, making it one of the biggest weekends of the year for grilling and summer celebrations.

Leading the list? Burgers, hot dogs, and beer!

Social Security decisions can have a lasting impact on retirement income, taxes, and overall financial planning.Join Gar...
05/20/2026

Social Security decisions can have a lasting impact on retirement income, taxes, and overall financial planning.

Join Gary Nustad, CLF, for an engaging presentation focused on strategies professionals should be aware of when helping clients prepare for retirement.

📅 Wednesday, June 3
⏰ 2:00 PM – 3:00 PM EST
🔗 Register here: https://michiganfinancial.com/cpa-ce-registration
1 Hour of CPE Credit Available

The Federal Reserve kept interest rates steady at 3.5%–3.75%, a decision markets largely expected. Policymakers remain d...
05/18/2026

The Federal Reserve kept interest rates steady at 3.5%–3.75%, a decision markets largely expected. Policymakers remain divided on what comes next, balancing ongoing inflation concerns with changing economic conditions. Recent data continues to show steady job growth while inflation remains above long-term targets.
Source:

The Federal Reserve on Wednesday released its latest decision on interest rates.

Financial Fun Fact Friday: From diapers to driving lessons, raising a child today can cost families more than $300K by a...
05/15/2026

Financial Fun Fact Friday: From diapers to driving lessons, raising a child today can cost families more than $300K by age 18 (not including college).

If you add college at an average of about $38,000 per year, that’s another $152,000—pushing the total well past $450K.

Kids may be priceless, but raising one certainly isn’t.

CPAs! Join us virtually for our CPA CE webinar series and earn one, or all three—CPE credits.Three dates. Three differen...
05/14/2026

CPAs! Join us virtually for our CPA CE webinar series and earn one, or all three—CPE credits.

Three dates. Three different topics. Three opportunities to learn.

Visit our website at https://michiganfinancial.com/cpa-ce-registration to learn more or register for the available sessions.

Address

28411 Northwestern Highway, Ste 1300
Southfield, MI
48034

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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