Jeff Manzella CFP®, AIF®

Executive Director of Financial Planning
586-698-5228
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Jeff Manzella is an Executive Director of Financial Planning and Investment Advisor Representative 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 has a diversified financial background and has worked for large corporations such as National City and JP Morgan Chase and has had the opportunity to work with and understand how to help a wide range of individuals and businesses ranging from high net worth to entry level investors. He provides recommendations for retirement funding, asset allocation, funding for education, and long term care insurance.

Jeff is also well versed in business needs, including 401(k) plans, 403(b) plans, business succession planning and key employee issues. He works closely with business owners, executive teams and their advisors to help realize their goals.

Education

  • Western Michigan University - Bachelor of Science,
  • The American College - Certified Financial Planner

Professional Licenses

  • Life, Accident & Health
  • Series 7
  • Series 66

Accomplishments

  • Presidents' Club, 2005 & 2006
  • Three-time Achieving Client Excellence qualifier
  • Named Five Star Wealth Manager, 2015 & 2016 by Hour Magazine*

Personal Data - A resident of Shelby Township, Jeff lives with wife, Liz, daughter, Raven, and new son, Nolan. Jeff has been an avid pilot for over 13 years holding a flight instructor license and is certified to fly Lear Jets. He worships and volunteers at Saint Lawrence Catholic Church as a religious school teacher and is a member the stewardship committee. He is also a regular volunteer with Habitat of Humanity of Macomb County.

*The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.