3990-B West Walton Boulevard  ~  Waterford, MI 48329      

 



Phone:  (248) 674-5222
Toll Free:  (800) 524-4757


About Us

Daniel H. Elliott

President, Michigan Benefit Financial, Inc.


Professional Credentials

Registered Stock Broker since 1987
Financial Advisor with Great American Advisors
®, Inc.*
FINRA S7 License
State of Michigan Insurance Licenses:

  • Accident and Health
  • Life
  • Variable Contracts
  • Multiple Lines P&C

Financial Services Professional since 1986

Education

Western Michigan University
Kalamazoo, Michigan
Bachelor of Business Administration –Finance 12/82

Eastern Michigan University
Ypsilanti, Michigan
Master of Arts-Language and International Trade 10/85

 

Juliane A. Lee, CFP®

Vice-President, Michigan Benefit Financial, Inc.


Professional Credentials

Registered Stock Broker since 1984
Financial Advisor with Great American Advisors
®, Inc.*
FINRA S7 License
State of Michigan Insurance Licenses:

  • Accident and Health
  • Life
  • Variable Contracts

Certified Financial Planner 12/89
Financial Services Professional since 1984

Education

Oakland University
Rochester Hills, Michigan
Bachelor of Science – Management 5/79


 

 

 

 

Due to various state regulations and registration requirements concerning the dissemination of information on specific investments, Great American Advisors®, Inc. and their agents must be registered prior to such dissemination.  This site is intended for information purposes only and further discussions will require prior compliance with states regulations and registration requirements.

 Any links provided on this site are intended for general reference and educational purposes only.
Great American Advisors, Inc. and Michigan Benefit Financial are not responsible for the content of the third party information.

 Disclaimer

www.finra.org

 *Securities and Investment Advisory Services Offered through Great American Advisors®, Inc., ("GAA") a registered Broker/Dealer
Member
FINRA & SIPC, and an SEC Registered Investment Advisor
Home office: 525 Vine Street, 7th Floor, Cincinnati, Ohio 45202, 1-800-216-3354

Great American Advisors® and Michigan Benefit Financial are not affiliated

 

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