With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
View Top Employees from M Financial GroupWebsite | http://www.mfin.com |
Revenue | $233 million |
Funding | $14.9 million |
Employees | 307 (307 on RocketReach) |
Founded | 1978 |
Address | 1125 NW Couch St Ste 900, Portland, Oregon 97209, US |
Phone | (503) 232-6960 |
Technologies |
JavaScript,
HTML,
PHP
+97 more
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Industry | Financial Services, Insurance, Wealth Management, Executive Compensation and Benefits, Estate Planning, Investment Management, Business Planning, Charitable Planning, Retirement Planning, Disability Income Protection, Employee Benefits, Long-Term Care Insurance |
Web Rank | 2 Million |
Keywords | Sustainable Finance, Financial Planning, Wealth Management Analytics |
Competitors | Bajaj Capital Ltd, Highland Capital Brokerage, Lion Street, The Impact Partnership, W&S Financial Group Distributors |
SIC | SIC Code 631 Companies, SIC Code 63 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 525 Companies, NAICS Code 5251 Companies, NAICS Code 524 Companies, NAICS Code 5241 Companies |
Looking for a particular M Financial Group employee's phone or email?
The M Financial Group annual revenue was $233 million in 2024.
Tamara Kravec is the CFO of M Financial Group.
307 people are employed at M Financial Group.
M Financial Group is based in Portland, Oregon.
The NAICS codes for M Financial Group are [52, 525, 5251, 524, 5241].
The SIC codes for M Financial Group are [631, 63].