Building Wealth Since 1986

About Consolidated Financial

Our team has over forty years of experience building and preserving wealth. We specialize in comprehensive financial planning, tailored to the unique needs of each individual client.

(800) 232-2383

Services

Our History

Founded in 1983 under the leadership of Tom Maxey, Consolidated Financial was born out of the desire to do retirement planning better. After serving over 350 employers in the state of Michigan, the firm naturally evolved. As employees reached their retirement dates, Consolidated Financial chose to follow suit, expanding their offering into comprehensive financial planning. Today, we focus on an individual's 4-phases of life; growth & school, employment, retirement, and legacy. We recognize the need for individualized planning and prioritize clients' goals above anything else. We take great pride in the relationships we hold with our clients, staff, and peers. Though the next 40 years is bound to look different than our first 40, we approach the future optimistically and look forward to working with you.

Our Track Record

The Consolidated Difference

At Consolidated Financial Corporation (CFC), our team is focused on delivering superior investment strategies that help guide our clients towards their goals. The key to our success is an experienced staff, many having been with the firm for more than 25 years. We are dedicated to building long-term relationships with each of our clients and trust—the kind of trust that is only achieved by delivering consistent, long-term results.

Headquartered in Farmington Hills, Michigan, CFC operates in 7 branches with representation in 5 states.
CFC tends to more than 11,000 clients with over $1 billion in assets.*
Tom Maxey, President and Founder of Consolidated Financial, has a down-to earth-management style that is rooted in family values and a core philosophy that revolves around taking a personal interest in the lives of each and every client.
CFC representatives have the freedom to seek out the most competitive and diverse investment choices available. Maintaining a long-term perspective is critical to success. Our focus is always on long-term objectives and the best interests of our clients.