M Financial Group Welcomes Pinnacle Financial Group to Network of Member Firms
PORTLAND, OR, DECEMBER 1, 2010—M Financial Group (“M Financial”) today announced that Pinnacle Financial Group (“Pinnacle”) has become an M Member Firm. Based in Southborough, Massachusetts, Pinnacle is a leading insurance and benefits consulting and brokerage firm that serves affluent families and business owners with wealth transfer life insurance planning advice and service and serves the benefits consulting needs of middle market employers.
Pinnacle was founded in 1973 by Michael Mingolelli, Sr. Through four core principles—objectivity, thoughtful strategy and analysis, timely execution, and proactive service—Pinnacle remains among the most respected and fastest growing consulting and brokerage firms in the Northeast. Today, the firm is led by CEO Michael Mingolelli, Jr., who, together with an experienced team of professionals, upholds the standards established by his father almost four decades ago. For more information on Pinnacle, please visit www.e-pfg.com.
Fred H. Jonske, President and Chief Executive Officer of M Financial, said: “Pinnacle Financial Group is an excellent addition to the M Community. They have a disciplined approach to growth in a variety of complementary markets, have an impressive history of success, and are very focused on delivering value to their clients. We welcome the opportunity to support their business, enhance their competitiveness, and play a role in their future success.”
Michael Mingolelli, Jr., Pinnacle’s CEO, added: “Being part of M Financial is an exciting opportunity for our firm and our client and advisor relationships. M Financial shares our commitment to quality and client advocacy and with access to the differentiated product solutions, dedicated support, and insightful expertise within M, we position ourselves to deliver even more to our clients.”
About M Financial Group
With more than 125 Member Firms in 36 states and Canada, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s 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. For more information about M Financial Group, please visit www.mfin.com.