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M Financial Group

Financial Services

Specialities :
Wealth management
Executive compensation and benefits
Estate planning
Investment management
Business planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
$8.44M
size-icon Size
201 - 500
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
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Frequently Asked Questions About M Financial Group

What does M financial group do?+

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nations leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found...

What are M financial group's specialties? +

Wealth management,executive compensation and benefits,estate planning,investment management,business planning,charitable planning,retirement planning,disability income protection,employee benefits,and long-term care insurance

What is M financial group's industry? +

M financial group operates in the Financial services industry.

What is M financial group's revenue? +

M financial group's revenue is 11m - 100m

What is M financial group's company size? +

M financial group has 201 - 500 employees.

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