McDowell Financial Group is focused on estate and business succession planning strategies for successful individuals and their families. In conjunction with our clients' other trusted advisors, we develop tax efficient strategies to help our clients ensure their financial legacies. As a member of M Financial, McDowell Financial Group is one of a select group of elite firms that benefit from M Financial's unique competitive advantages. Disclosures: Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. McDowell Financial Group is independently owned and operated. • 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 Holding Securities 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. Tom CA Insurance License 0721905 Olivia CA Insurance License 4105843
View Top Employees from McDowell Financial GroupWebsite | http://mcdowellfinancialgroup.com |
Revenue | $7 million |
Employees | 6 (6 on RocketReach) |
Founded | 1987 |
Address | 609 E Tan Tara Cir Ste 101, Sioux Falls, South Dakota 57108, US |
Phone | (605) 323-3330 |
Technologies |
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Industry | Insurance, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular McDowell Financial Group employee's phone or email?
The McDowell Financial Group annual revenue was $7 million in 2024.
Sandy Klatt is the Vice President of Operations of McDowell Financial Group.
6 people are employed at McDowell Financial Group.
McDowell Financial Group is based in Sioux Falls, South Dakota.
The NAICS codes for McDowell Financial Group are [5239, 52393, 52, 523].
The SIC codes for McDowell Financial Group are [62, 628].