Jeff Mashini is a Financial Advisor with Michigan Financial Companies, a financial services firm focusing on pre and post retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately held companies.
Jeff is a federally authorized tax advisor admitted to practice before the IRS. Enrolled agent status is the highest credential the IRS awards.
Jeff has been in the financial services industry for 10 years. He is well versed in business owner needs and he works closely with businesses.
- Franklin University - Columbus, Ohio
- Bachelors of Science - Financial Planning
- Associates of Science – Business Administration
Professional Licenses, Registrations, & Designations
- IRS Enrolled Agent
- Life, Accident & Health
- Variable Contracts License
- Series 7
- Series 66
- Series 24
- Series 51
- Series 6
- Series 63
Jeff has been a lifelong resident of Michigan. He resides in Clinton Township with his wife and son, and is an active parishioner at his Catholic parish. Jeff is also a member of the Knights of Columbus. Jeff enjoys spending time with family and friends, and his hobbies include reading and traveling.