M Financial Group
Unlike the typical warehouse or brokerage firm with in-house products and services, we are able to provide you with objective guidance on which financial strategy will best suit your needs. As a member firm of M Financial Group, a national consortium of more than 140 independent firms, we have the strength and recognition to negotiate with nationally known providers and to participate in the best practices of our profession.
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
- Preferred pricing
- State of the art technologies and administration systems
- Local expertise with a nationwide presence