Carin Phelan

Client Relationship Manager at M Financial Group - Portland, OR, US

Carin Phelan's Colleagues at M Financial Group
Carla Stowe

Manager, New Business Operations

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Kelly Ridley

Sr. New Business Case Manager

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Danielle Moran

Wealth Management Specialist

Contact Danielle Moran

Amy Raeder

Client Relationship Manager

Contact Amy Raeder

Elizabeth Ficken

compliance support specialist

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Carin Phelan's Contact Details
HQ
800-656-6960
Location
Company
M Financial Group
Carin Phelan's Company Details

M Financial Group

Portland, OR, US • 250 - 499 Employees
Financial Services

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.

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 Financial Services Financial Advisory Services Financial Analytics Research Finance
Details about M Financial Group
Frequently Asked Questions about Carin Phelan
Carin Phelan currently works for M Benefit Solutions.
Carin Phelan's role at M Benefit Solutions is Client Relationship Manager.
Carin Phelan's email address is ***@mfin.com. To view Carin Phelan's full email address, please signup to ConnectPlex.
Carin Phelan works in the Financial Services industry.
Carin Phelan's colleagues at M Financial Group are Carla Stowe, Kelly Ridley, Frank Lowden, Tunisia Harrison, Danielle Moran, Amy Raeder, Elizabeth Ficken and others.
Carin Phelan's phone number is 800-656-6960
See more information about Carin Phelan