M Financial Group is the leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M for over 40 years.
The M Difference
M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.
Our network of independent Member Firms, supported by M Financial Portland and our carrier partners, use their collective power to advance client interests with innovative solutions and deep technical expertise. Independent thought leadership. Client advocacy. Exclusive products. A culture of excellence, collaboration, and risk sharing. That’s the M difference.
ALIGNED TO THE NEEDS OF CPAS, ATTORNEYS, FINANCIAL PROFESSIONALS AND THEIR CLIENTS
M Financial Group is committed to the success of professional advisors served by our Member Firms. We offer industry-leading expertise, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients.
THE YEAR IN REVIEW
The Year in Review highlights the achievements and activities of M Financial and our Member Firms during the previous year. View or download for high-level updates on our business, strategic initiatives, and community involvement.
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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