Here at Rose Street Advisors, we have a passion to serve! But passion and great service doesn't stop with our clients. Every month, our team is active in company-sponsored fundraisers and volunteer efforts to serve friends, neighbors and community members in Southwest Michigan. Starting in 2017, we supported almost a dozen organizations by contributing financially, volunteering time on (and off) the clock and providing donations to meet specific needs. In 2019 our Wellness & Engagement team launched the #RSAGive program, focused on employee-driven financial support of a local organization each month with money raised from the Jeans Day Fund. That, along with a strong spirit of volunteering, “fuel the program” and make strong community connections. We’ve provided pet supplies, diapers, books and more to local agencies in need. Most recently, we sponsored one of the United Way of Battle Creek and Kalamazoo’s “Pop Up Giving” (PUG) events, which is a fun, fast “instant impact” experience where three non-profits pitch their cause and the winner is voted on to receive the funds raised by those in attendance. Our leadership team and employees have made an active commitment to support organizations and agencies—both small and large—that have a powerful impact for those who live in the community.
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