Willis & Machnik Financial Services

About Us

Willis & Machnik Financial Services, a locally-owned firm of independent financial advisors is committed to providing outstanding service to all of our clients. We believe that our role as a partner in our clients’ financial lives is essential for them to achieve their goals. Our firm thinks and behaves differently than other firms; we interact with our clients on personal, educational, and holistic levels. Our clients tell us the reason they choose to work with us is because they believe that there is nothing they can break in their financial lives that we won’t be here to help them fix. They know that we have their backs. As champions of the community, Willis & Machnik Financial Services not only gives our resources, but more importantly, the sacred, non-redeemable commodities – our time and energy. We are financial partners, not just money managers. We want to work with people and organizations who believe what we believe. Whenever there’s a question about a financial situation or if you would like information about a Jackson-based financial services firm, call Willis & Machnik Financial Services at (517) 784-5556.