Willis & Machnik Financial Services, LLC

www.willismachnik.com

Willis & Machnik Financial Services was founded in 1987 with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients to provide financial independence. Our company is based on the principle that education and understanding of your current financial situation are vital to making prudent decisions concerning your future financial condition successfully. Helping you Pursue Financial Success! Securities are offered through Avantax Investment Services℠, Member FINRA, and SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services are offered through an Avantax affiliated insurance agency. Please visit https://www.avantax.com/legal/social-media-policy/ for more information.

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Willis & Machnik Financial Services was founded in 1987 with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients to provide financial independence. Our company is based on the principle that education and understanding of your current financial situation are vital to making prudent decisions concerning your future financial condition successfully. Helping you Pursue Financial Success! Securities are offered through Avantax Investment Services℠, Member FINRA, and SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services are offered through an Avantax affiliated insurance agency. Please visit https://www.avantax.com/legal/social-media-policy/ for more information.

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Country

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State

Michigan

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City (Headquarters)

Jackson

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Employees

1-10

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Founded

1987

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Cfp ; Wealth Management Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Advisor

    Email ****** @****.com
    Phone (***) ****-****

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