The depth of services behind every interaction at M Financial and our Member Firms helps solve the most complex client needs, ensuring the highest quality experience and best outcomes.
Specialized support to manage complex cases
Insights rooted in 40+ years of experiential data
Transforming the life insurance experience
Grounded in the latest intelligence on tax, legal, and regulatory issues, the M new business team delivers significant value to Member Firms and their clients.
As an independent broker-dealer and RIA, M Securities provides a business-friendly compliance environment that prioritizes Member Firm business processing and puts client relationships first. We support a full selection of broker-dealer and investment advisory offerings at some of the highest payouts in the industry.
We fully align ourselves with the interests of clients, putting the needs and goals of our clients first by reinsuring our products and treating all relations as persistent, long-term commitments.