Find a Firm

M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below.

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Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Winged Keel Group

60 East 42nd Street, 44th Floor  New York, NY 10165

40.7521681

-73.97871830000001

Winged Keel Group

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5237834

-122.6826144

M Benefit Solutions

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

Apexium Insurance Services LP

411 Theodore Fremd Suite 206S  Rye, NY 10580

40.9735833

-73.7006990

Apexium Insurance Services LP

Succession Capital Alliance

4695 MacArthur Court Suite 400  Newport Beach, CA 92660

33.6705788

-117.8621540

Succession Capital Alliance

Clary Executive Benefits LLC

20551 N Pima Road, STE 200  Scottsdale, AZ 85255

33.6730447

-111.8897708

Clary Executive Benefits LLC

Waxman Lawson Financial

2314 Woodlawn Boulevard  Austin, TX 78703

30.2912102

-97.758180

Waxman Lawson Financial

Jones Lowry

R. Marshall Jones, Inc.

470 Columbia Drive Suite E-100  West Palm Beach, FL 33409

26.7102644

-80.09986690000001

Jones Lowry

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

GARLIKOV & ASSOCIATES, INC.

The Huntington Center 41 South High Street Suite 3400  Columbus, OH 43215

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

MBW Group

NBW Co.

706 Second Avenue South Suite 300  Minneapolis, MN 55402

44.975614

-93.27013699999999

MBW Group

Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

DBP Wealth Advisory Group LLC

1007 Broadway  Highland, IL 62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Greenberg, Wexler & Eig, LLC

7315 Wisconsin Avenue, Suite 250 E  Bethesda, MD 20814

38.9827812

-77.0928538

Greenberg, Wexler & Eig, LLC

HEIRMARK, LTD

7005 South Edgerton Road Suite 101  Cleveland, OH 44141

41.2922659

-81.6398968

HEIRMARK, LTD

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Krizek Group, The

500 Elm Grove Road Suite 103  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Cammon Company

Peabody Plaza 701 Market Street Suite 300  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

Vie International Financial Services, Ltd.

118 Piccadilly  London, W1J 7NW 

51.5046326908112

-0.1479035

Vie International Financial Services, Ltd.

Mezrah Financial

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy Boulevard  Tampa, FL 33609

27.9445499

-82.5339584

Mezrah Financial