With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's 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 on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Company Details
- Employees
- 272
- Founded
- -
- Address
- M Financial Plaza, 1125 Nw Couch Street
- Phone
- 503-232-6960
- co****@****fin.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mfin.com
- Keywords
- Wealth Management, Executive Compensation and Benefits, Estate Planning, Investment Management, Business Planning, Charitable Planning, Retirement Planning, Disability Income Protection, Employee Benefits, Long-Term Care Insurance.
- HQ
- Portland, Oregon
M Financial Group Questions
M Financial Group's helpline number is 503-232-6960
M Financial Group's website is mfin.com
M Financial Group's LinkedIn profile is https://www.linkedin.com/company/m-financial-group
M Financial Group has
272 employees.
View email and phone details for 272
employees at M Financial Group.
M Financial Group's industry is
Financial Services
M Financial Group's top competitors are
Principal Financial Group,
Winged Keel Group,
Lpl Financial,
M Benefit Solutions,
Lion Street,
Lincoln Financial,
M Holdings Securities, Inc.,
John Hancock,
Pacific Life,
Nfp, An Aon Company.
M Financial Group's support email address is communications@mfin.com
M Financial Group's categories are Financial Services
M Financial Group's founding year is 1978
