Since 1962, M Advisory Group (formerly Cal-Surance) has been providing individuals, families and businesses with a high level of financial expertise and service that has made us a valued and trusted partner to our clients. We have been securing futures and safeguarding promises for individuals, families and closely held companies that have complex planning needs for nearly 50 years.

 

M Financial Group ownership equips us with the critical mass and negotiating power to provide our clients:
    • Unbiased due care and client advocacy
    • Proprietary products
    • Exclusivity
    • Preferred pricing
    • State of the art technologies and administration systems
    • Local expertise with a nationwide presence

M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.