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Your Partner for Complete Wealth Management Solutions

Your Partner for Complete Wealth Management Solutions

(517) 784-5556

Willis & Machnik Financial Services was founded 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.

Our Commitment

What does Willis & Machnik Financial Services do?

We deliver a proactive planned approach to helping you pursue your financial objectives. We partner with our clients around 8 Wealth Management Issues common to many of us:
 - Investment Management*
 - Cash Flow and Debt Management
 - Family Risk Management
 - Retirement Planning
 - Education Planning
 - Legacy Planning
 - Business Planning
 - Special Situations Planning

What makes us different?

The foundation of our company is built on integrity, passion and a relentless commitment to goal attainment. We are committed to partnering with and providing outstanding service to all of our clients. We work with our clients through all the decisions necessary to pursue their financial goals.  Is the service you receive from your advisor as inclusive as what Willis & Machnik provides?

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email  or give us a call at (517) 784-5556. 

*Offered by Dan Machnik, Pat Willis Mike England and Thomas Masters through H.D. Vest Investment Services SM.