Our story is simple; we believe in building lifelong relationships. We do this by taking what can
be a very challenging topic - your financial life - and providing resources, clarity, and
recommendations so you can make informed decisions. At the end of the day, we specialize in
independent objective financial advice.
Main Financial Group (MFG) is a full-service income planning, wealth management and tax-efficient strategies firm located in Brighton, Michigan. Our diverse client base includes individuals, families, and businesses. Many of our clients are referred to us by existing clients, which we take as our biggest compliment. We provide ongoing and dynamic services to help you make better financial decisions. This relationship is rooted in trust and often spans multiple generations.
We offer a complimentary initial introductory consultation. This allows you to present your financial situation, concerns and expectations to us. We then mutually determine if MFG can meet those expectations.
|Firm Start Year:||2006|
|States Licensed in:||MI, FL, WA|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Exchange Traded Funds (ETFs) , Mutual Funds , Insurance , Annuities|
|I can meet clients in the following ways:||At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Life , Long Term Care|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Bachelor of Arts - Communications||
Michigan State University - East Lansing
And now for the stuff the lawyers make us put in: Advisory services through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor, transacting business in states where it is registered or excluded or exempted from registration. SEC registration does not constitute an endorsement by the Commission and does not speak to advisors skill or ability. All investment strategies have the potential for profit or loss.
"Mangia" literally means "eat" in Italian but to Tom it's much, much more. It means family. Gathering around his dinner table growing up was what molded his moral compass. You help when you can, you treat others with respect, and friends & family are important.
That is what drove Tom into being a partner at Main Financial Group. He was really exhausted by the seemingly cutthroat world of working at a traditional brokerage firm, which valued "selling" over solutions for their clientele. Frustrated, he set out to find a better way of helping his friends, family and neighbors. Enter Main Financial Group.
Yes, Tom has his Bachelor's degree from the Eli Broad School of Business at Michigan State University. Yes, he holds his life and health insurance licenses. Yes, he specializes in retirement strategies, Medicare (Gap) Insurance and Long-Term Care Planning. But you are what is most important to him - how can he help you?
Tom lives in Milford, Michigan with his wife and two children. He's an active supporter of Detroit Catholic Central and Mercy High School as well as his Church, St Mary's, Milford. He loves helping others and often lives by the term "The Helping Hand".
|Metro Detroit Area|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|