M Financial Group

Financial Services - Portland, Oregon, US

M Financial Group Details

With more than 135 Member Firms in 36 states and 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.

Employees: 299
HQ: (503) 232-6960
Location: Portland, Oregon, US
Revenue: $128.9 million
Sustainable Finance Financial Planning Wealth Management Analytics
M Financial Group Technologies
Marketing Automation

Marketo

Customer Relationship Management

Salesforce

Email Marketing

Constant Contact

Other

Microsoft Office 365

Hosting

DigitalOcean

View All Technologies Used At M Financial Group

Contacting M Financial Group: Connect with Executives and Employees

Get in Touch with M Financial Group Executives and Employees

Connecting with M Financial Group's Executives and Workforce

Accessing Contact Information for M Financial Group Executives

Connecting with M Financial Group: Reach Out to Their Team

Discover How to Contact M Financial Group Executives and Staff

Looking to connect with M Financial Group executives or employees?

Seeking to Get in Touch with M Financial Group Executives or Staff?

Want to Reach Out to M Financial Group Executives or Team Members?

In Search of Contact Details for M Financial Group Professionals?

Connecting with M Financial Group: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z