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Nick J. Valenti headshot

Nick Kallabat

Financial Planner

248-663-4750
 nkallabat@michiganfinancial.com


Nick Kallabat is an Investment Advisor Representative at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. 

As an Investment Advisor Representative, Nick is uniquely qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance. He works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs. 

Services available include:

  • Life Insurance
  • Traditional and Roth IRA’s
  • 401(k) Rollovers
  • Retirement Strategies
  • Financial Needs Analysis
  • Business Succession Planning
  • Investment Advisory Services
  • Executive Benefits

Education

  • Wayne State University    
    • Bachelor of Finance

Professional Registrations & Licenses

  • FINRA Series 7
  • FINRA Series 66
  • Variable Annuities
  • Life, Accident, and Health Insurance

Personal Data

Nick lives in West Bloomfield, MI. His goal is to work with clients to provide financial clarity to his clients. 

Check the background of this firm/advisor on FINRA’s BrokerCheck.