We strategize with you to tailor a plan for today and for generations to come. Our teams are client-focused and will take a holistic approach to your employee benefits, HR consulting, wealth management, life insurance, and retirement needs.
Employee
Benefits
More than an agency, our benefits team has perfected their craft. Arm yourself with an informed, versatile and responsive lineup of advisors.
HR
Consulting
Our HR services help build an environment that encourages engagement and compliance through strong support.
Wealth
Management
Our wealth management team boasts the knowledge, resources and manpower to elevate your portfolio beyond one-dimensional product strategies.
Life
Insurance
Planning that extends your legacy and protects your passions. We prepare the foundation for families, companies, and portfolios for the future.
Retirement
Removing the guesswork, doing the busywork and planning on behalf of your employees. Plan options and a complex legislative environment demand the right team of advisors.
Your guide from hire to retire and beyond.
The Team
We are proud to be one of only 140 independent firms to qualify as a member of the elite
M Financial Group.
Are you ready
to get started?
Kalamazoo, MI 49007
fax: 269.343.3533
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
None of the testimonials and video presentations, relate to the provision of investment advisory services.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member firm of M Financial Group. Please click here for further details regarding this relationship. Rose Street Advisors and their agents are presently licensed to sell traditional life insurance in AL, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MI, MO, NC, NJ, NY, OH, PA, TX, UT and VT. Variable life and annuity products, as well as other securities products, may be sold in CA, FL, IL, IN, KY, MA, MI, NY, NC, OH, OK, PA, SC, TX and WA. Residents of other states should consult with a local registered representative for securities products. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. #3477587.1