M Financial Has Member Firms Across the U.S. (2024)

Cammon Company

Peabody Plaza 701 Market Street Suite 300St. Louis, MO63101

38.6264788

-90.19238969999999

Cammon Company

Valley Forge Financial Group, Inc.

2500 Monroe Boulevard, Suite 100Audubon, PA19403

40.1201184

-75.4160160

Valley Forge Financial Group, Inc.

AEM Partners, LLC

1800 Glenarm Place Suite 900Denver, CO80202

39.7460323

-104.9876691

AEM Partners, LLC

OneTeam Financial, LLC

331 Newman Springs Road Building 1, Suite 107Red Bank, NJ07701

40.334895

-74.095479

OneTeam Financial, LLC

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101Greenwood Village, CO80111

39.6205293

-104.8907526

AUCTORIS

Fieldstone Insurance Group, LLC, The

1 International Blvd, Ste 400Mahwah, NJ07495

41.104443

-74.16115373761292

Fieldstone Insurance Group, LLC

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550Denver, CO80237

39.6335801

-104.8977265

Financial Designs Ltd.

Eslick Financial Group, Inc.

999 Home Plaza Suite 201Waterloo, IA50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Madison & Main Advisors, LLC

266 Main StreetMadison, NJ07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340Bethlehem, PA18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Heritage Capital Strategies, Inc.

2555 Townsgate Road Suite 105Westlake Village, CA91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150Charlotte, NC28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

Kornreich Insurance Brokerage Services

Kornreich Insurance Brokerage Services Of NJ, Inc.

350 Madison Ave 7th floorNew York, NY10017

40.7547289

-73.9785265

Kornreich Insurance Brokerage Services

GDK Company

Greenwald Underwriting Associates

5771 Mayfair RoadNorth Canton, OH44720

40.9135311

-81.4219533

GDK Company

Mack Financial Group, Inc.

3388 Founders Road Suite 100Indianapolis, IN46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

Koptis Organization, LLC, The

30432 Euclid Avenue #201Wickliffe, OH44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

MullinTBG

Mullin TBG Insurance Agency Services, LLC

3333 Michelson Avenue Suite 840Irvine, CA92612

33.6727639

-117.8436883

MullinTBG

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900Allentown, PA18101

40.6024487

-75.4701815

Strategic Advisor Group

FINANCIAL CONCEPTS

24 Frank Lloyd Wright Drive, Suite 3050 HAnn Arbor, MI48105

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

Gateway Financial Group, Inc.

Four PPG Place Suite 600Pittsburgh, PA15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100Seattle, WA98101

47.6087579

-122.3359054

Assured Partners MCM

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711Honolulu, HI96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

Teekell Company, Inc., The

8520 Business Park DriveShreveport, LA71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Dodd Consulting, LLC

PO. Box 4337Stamford, CT06907

41.1012170

-73.5185633

Dodd Consulting, LLC

Plybon & Associates, Inc.

1150 Revolution Mill Drive, Suite 1Greensboro, NC27405

36.0997599

-79.7777469

Plybon & Associates, Inc.

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430Northfield, IL60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Parq Advisors

600 Corporate Pointe Suite 600Culver City, CA90230

33.98849610000001

-118.3859579

Parq Advisors

McDowell Financial Group

609 East Tan Tara Circle Suite 101Sioux Falls, SD57108

43.489863

-96.71868789999999

McDowell Financial Group

Wealth Preservation Partners, LLC

90 Hopmeadow StreetSimsbury, CT06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

1802 Hamilton StreetAllentown, PA18104

40.5956048

-75.49443409999999

Cornerstone Advisors

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800Seattle, WA98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

DSG Family Legacy Insurance Solutions, Inc.

1340 Valley Vista Drive Suite 200Diamond Bar, CA91765

33.9973496

-117.8365333

DSG Family Legacy Insurance Solutions, Inc.

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220Minnetonka, MN55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

HEIRMARK, LTD

7005 South Edgerton Road Suite 101Cleveland, OH44141

41.2922659

-81.6398968

HEIRMARK, LTD

Wellspring Global Insurance Solutions

Wellspring Insurance Network

2635 North First Street Suite 201San Jose, CA95134

37.386464

-121.9293676

Wellspring Global Insurance Solutions

Boulevard Financial, LLC

7700 Wedd Street, Suite 15Overland Park, KS66204

38.9892232

-94.7042405

Boulevard Financial, LLC

MBL Advisors Inc.

301 S. McDowell Street, Suite 1100Charlotte, NC28204

35.2182000

-80.8375725596834

MBL Advisors Inc.

Chernoff Diamond & Co., LLC

725 RXR Plaza East TowerUniondale, NY11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Meridian Financial Group, LLC

13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3Fort Myers, FL33912

26.5445752

-81.8395043

Meridian Financial Group, LLC

Swartzbaugh-Farber & Associates, Inc.

Financial Plaza 9140 West Dodge Road Suite 418Omaha, NE68114

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Downey Group, Inc., The

P.O. Box 1460Champaign, IL61824

40.1211828

-88.2434596

Downey Group, Inc., The

Pollock Financial Group

150 Portola RoadPortola Valley, CA94028

37.3730649

-122.2091456

Pollock Financial Group

Apexium Insurance Services LP

411 Theodore Fremd Suite 206SRye, NY10580

40.9735833

-73.7006990

Apexium Insurance Services LP

Peter M. Williams & Company

6735 Conroy Road Suite 218Orlando, FL32835

28.4941872

-81.4741482

Peter M. Williams & Company

Executive Compensation Group, LLC, The

325 N. Williamson Boulevard Suite 120Daytona Beach, FL32114

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

KB Financial Partners, LLC

300 Carnegie Center Suite 240Princeton, NJ08540

40.3100835

-74.6557709

KB Financial Partners, LLC

Brown Company, The

175 Derby Street Suite 14Hingham, MA02043

42.1794838

-70.91417009999999

Brown Company, The

Vie International Financial Services, Ltd.

118 PiccadillyLondon, W1J 7NW

51.5046326908112

-0.1479035

Vie International Financial Services, Ltd.

RockBridge Group, LLC

1950 Stonegate Drive Suite 230Birmingham, AL35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Barry, Evans, Josephs Snipes

J.M. Barry & Associates, LLC

1100 Kenilworth Avenue Suite 110Charlotte, NC28204

35.2068553

-80.8406765

Barry, Evans, Josephs Snipes

Krizek Group, The

500 Elm Grove Road Suite 103Elm Grove, WI53122

43.0419415

-88.07903680000001

Krizek Group, The

Bridge Life, LLC

13986 West Bowles Avenue Suite 200Littleton, CO80127

39.6079985

-105.1557399

Bridge Life, LLC

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206Newark, DE19713

39.687419

-75.660772

Newton One Advisors

Thomas Financial Group

5550 West Executive Drive Suite 500Tampa, FL33609

27.9464968

-82.5390441

Thomas Financial Group

Stephens Insurance, LLC

111 Center Street Suite 1410Little Rock, AR72201

34.74785

-92.272449

Stephens Insurance, LLC

MBW Group

NBW Co.

706 Second Avenue South Suite 300Minneapolis, MN55402

44.975614

-93.27013699999999

MBW Group

Cohn Financial Group, LLC

5090 N. 40th Street Suite 180Phoenix, AZ85018

33.5128718

-111.9955553

Cohn Financial Group, LLC

GARLIKOV & ASSOCIATES, INC.

The Huntington Center 41 South High Street Suite 3400Columbus, OH43215

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

Queally Group, Incorporated

28 Thorndal Circle Suite 300Darien, CT06820

41.0706594

-73.4804584

Queally Group, Incorporated

Professional Financial Services, Inc.

16875 Crestview LaneWeston, FL33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Carlson Hammond

Private Capital Financial Advisors, Inc. - Honolulu, HI

The Merchant House 222 Merchant Street Suite 208Honolulu, HI96813

21.3084645

-157.8596643

Carlson Hammond

Evergreen Consulting, Inc.

6756 Executive Oak LaneChattanooga, TN37421

35.0454764

-85.1674433

Evergreen Consulting, Inc.

Hub International Great Plains, LLC

SilverStone Group, Incorporated

11516 Miracle Hills Drive Suite 100Omaha, NE68154

41.2685833

-96.093882

Hub International Great Plains, LLC

Legacy Advisors, LLC

5 Apollo Road Suite 100Plymouth Meeting, PA19462

40.1297414

-75.2825966

Legacy Advisors, LLC

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500Detroit, MI48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

Mullin Barens Sanford Financial & Insurance Services, LLC

1421 Emerson AvenueOxnard, CA93033

34.1832399

-119.1634934

Mullin Barens Sanford Financial & Insurance Services, LLC

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd FloorPetaluma, CA94954

38.23115050000001

-122.6133938

Carlson Hammond

Pfleger Financial Group, Inc.

P. Financial, Inc.

2600 S. Douglas Road Suite 1010Coral Gables, FL33134

25.747722

-80.25473989999999

Pfleger Financial Group, Inc.

Cypress Strategies

Grenert Financial Group, LLC

C/O 6424 E. Greenway Parkway Suite 100Scottsdale, AZ85254

33.626265

-111.9421726

Cypress Strategies

Perspective Financial Group, an Alera Company

Pentra, LLC

1041 Old Cassatt RoadBerwyn, PA19312

40.0481337

-75.4433136

Perspective Financial Group, an Alera Company

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900Portland, OR97209

45.5237834

-122.6826144

M Benefit Solutions

Coyle Company, The

Coyle Company Insurance Group, LLC, The

160 Gould Street, Suite 203Needham, MA02494

42.304834

-71.22847677321631

Coyle Company, The

Madison Group, The

5299 DTC Boulevard Suite 1100Greenwood Village, CO80111

39.6205588

-104.8907217

Madison Group, The

Navon Wealth Advisors, LLC

5950 Sherry Lane, Suite 217Dallas, TX75225

32.862178

-96.8110635

Navon Wealth Advisors, LLC

Greenberg & Rapp Financial Group, Inc.

1776 On The Green 67 East Park Place Suite 750Morristown, NJ07960

40.7983182

-74.4802395654994

Greenberg & Rapp Financial Group, Inc.

Mezrah Financial

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy BoulevardTampa, FL33609

27.9445499

-82.5339584

Mezrah Financial

Ressourcement, Inc.

114 W. Third StreetPerrysburg, OH43551

41.5577879

-83.629252

Ressourcement, Inc.

Tenzing Insurance Strategies

Tenzing Advisors, LLC

10 Chestnut Street Suite 7Needham, MA02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

TRC Financial Insurance Services

1 Post Suite 150Irvine, CA92618

33.678436

-117.7684522

TRC Financial Insurance Services

Jones Lowry

R. Marshall Jones, Inc.

470 Columbia Drive Suite E-100West Palm Beach, FL33409

26.7102644

-80.09986690000001

Jones Lowry

Pinnacle Financial Group

144 Turnpike Road Suite 110Southborough, MA01772

42.2920162

-71.5184739

Pinnacle Financial Group

Greenberg, Wexler & Eig, LLC

7315 Wisconsin Avenue, Suite 250 EBethesda, MD20814

38.9827812

-77.0928538

Greenberg, Wexler & Eig, LLC

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200Skokie, IL60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

M Advisory Group

Cal-Surance Benefit Plans, Inc.

2377 Crenshaw Boulevard Suite 150Torrance, CA90501

33.8233305

-118.3298486

M Advisory Group

McInnes Group, Inc.

3500 W. 75th Street Suite 200Prairie Village, KS66208

38.9934375

-94.6261344

McInnes Group, Inc.

TPG Consulting, LLC

6520 Airport Center Drive Suite 203Greensboro, NC27409

36.108144

-79.9563189

TPG Consulting, LLC

Ownership Advisors, Inc.

6100 Oak Tree Boulevard South Park Center Plaza I Suite 420Cleveland, OH44131

41.3961765

-81.6626513

Ownership Advisors, Inc.

TCS Insurance Agency, Inc.

100 Smith Ranch Road, Suite 340San Rafael, CA94903

38.0192932

-122.5339439

TCS Insurance Agency, Inc.

Tippett Moorhead & Haden, An Alera Group Agency, LLC

3200 Park Center Drive Suite 550Costa Mesa, CA92626

33.6908693

-117.881472

Tippett Moorhead & Haden, An Alera Group Agency, LLC

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300Draper, UT84020

40.4977813

-111.8889672

1776 Advisor Group

Rose Street Advisors, LLC

244 North Rose StreetKalamazoo, MI49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120Naples, FL34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402Woodbury, NY11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Enza Financial

6450 Rockside Woods Boulevard South Suite 150Independence, OH44131

41.3932107

-81.6455464

Enza Financial

DBP Wealth Advisory Group LLC

1007 BroadwayHighland, IL62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

Pappas Financial

30301 Northwestern Highway Suite 200Farmington Hills, MI48334

42.5091553

-83.32448250000002

Pappas Financial

UFC4Wealth

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980Miami, FL33158

25.8188484

-80.18856939999999

UFC4Wealth

Knight Planning Corporation

2001 Kirby Drive Suite 990Houston, TX77019

29.7478543

-95.4182964

Knight Planning Corporation

Corrigan Company

Protective Financial & Insurance Services, Inc.

32 E Sola StreetSanta Barbara, CA93101

34.4259483

-119.7059336

Corrigan Company

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225Lafayette, CA94549

37.8911416

-122.1276852

Wallace Advisory Group

M Financial Has Member Firms Across the U.S. (2024)
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