Industry Category
Business Keywords
Company Description
M Financial Group stands as a premier financial services design and distribution company, boasting a robust network of over 135 Member Firms spanning 36 states and the United Kingdom. Since its inception in 1978, M Financial Group has been dedicated to serving the unique financial needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. M Financial Group is committed to offering a comprehensive suite of sustainable solutions meticulously crafted to help clients achieve their financial aspirations.
Located at M Financial Plaza, 1125 NW Couch Street, Suite 900, Portland, Oregon 97209, US, M Financial Group prides itself on the collaborative spirit of its independent Member Firms. These firms work in unison towards the common goal of delivering unparalleled financial services and support to their clients. The expertise within the M Financial Group network encompasses a wide array of financial planning areas, ensuring that clients receive holistic and tailored advice.
M Financial Group continues to strengthen its position as a leader in the financial services industry. The company's dedication to excellence and client success drives its ongoing growth and innovation. We invite the manager of M Financial Group to further enhance your company's presence and showcase its exceptional offerings with a customized and exclusive company showcase and product listing on our platform.
M Financial Group est une société de premier plan spécialisée dans la conception et la distribution de services financiers, forte d'un réseau de plus de 135 entreprises membres réparties dans 36 États et au Royaume-Uni. Depuis sa création en 1978, M Financial Group s'est consacrée à répondre aux besoins financiers uniques des particuliers fortunés, des cadres d'entreprises, des entrepreneurs prospères et des entreprises du Fortune 1000. M Financial Group s'engage à offrir une suite complète de solutions durables, méticuleusement conçues pour aider les clients à atteindre leurs aspirations financières.
Situé au M Financial Plaza, 1125 NW Couch Street, Suite 900, Portland, Oregon 97209, US, M Financial Group est fière de l'esprit de collaboration de ses entreprises membres indépendantes. Ces entreprises travaillent à l'unisson dans le but commun de fournir des services financiers et un soutien inégalés à leurs clients. L'expertise au sein du réseau M Financial Group englobe un large éventail de domaines de la planification financière, garantissant aux clients des conseils holistiques et personnalisés.
M Financial Group continue de renforcer sa position de leader dans le secteur des services financiers. Le dévouement de l'entreprise à l'excellence et à la réussite de ses clients est le moteur de sa croissance et de son innovation continues. Nous invitons le responsable de M Financial Group à renforcer davantage la présence de votre entreprise et à présenter ses offres exceptionnelles avec une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Key Personnel / Employees
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Compare M Financial Group with 3 companies in Financial-Services
| Comparison Field |
M
M Financial GroupMain Company |
Hicks Capital Manage...View Profile |
Evermay Wealth Manag...View Profile |
RISE Wealth Manageme...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2011 | 2009 | |
|
Company Size
|
— | 2-10 | 11-50 | 2-10 |
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City
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Portland, Oregon | Columbus, Ohio | Arlington, Virginia | Salt Lake City, Utah |
|
Country
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United States | United States | United States | United States |
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Skills & Keywords
Comparing with main company
|
13 Total Skills
Financial Services
Wealth Management
Investment Management
Retirement Planning
Estate Planning
Insurance
Financial Planning
Business Planning
Charitable Planning
Employee Benefits
Disability Income Protection
Long-Term Care Insurance
Executive Compensation & Benefits
|
17 Total
2 Common
15 Unique
Match
15%
Common Skills:
Financial Planning
Financial Services
Unique Skills:
Asset Allocation
Asset Management
Business Succession Planning
Business Tax Strategies
Capital Management
Fiduciary Planning
+9
|
18 Total
1 Common
17 Unique
Match
8%
Common Skills:
Financial Planning
Unique Skills:
Attorneys
Certified Financial Planner
Chartered Financial Analyst
Corporate Executives & Professionals
Donor Advised Funds
Endowments
+11
|
10 Total
1 Common
9 Unique
Match
8%
Common Skills:
Financial Planning
Unique Skills:
401(k) Setup & Management
Financial Advisor
Financial Analysis
High-Net-Worth-Individuals
Investments
Life Insurance
+3
|
4
Total Companies2009
Oldest Founded1
Countries53
Unique SkillsSimilar Companies
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Alternative Company Names
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