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M Financial Member

M Financial Group is a leading financial services design and distribution company.

 

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M Financial Group


Our Beginnings

M Financial began with 13 Firms—today there are more than 155 Member Firms with approximately 700 producers in 40 states, the United Kingdom, and the United Arab Emirates.

M Financial Group is a leading financial services design and distribution company, serving ultra-affluent individuals and Fortune 1000 companies through a network of more than 155 independent Firms.
 

Services

M Financial Group was founded on the principle that “off-the-shelf ” products often do not meet the needs of ultra-affluent and corporate clients. Since 1978, M Financial has worked closely with leading insurance carriers and investment firms to develop innovative products with unique features and flexible options that complement the needs and objectives of Member Firm clients.
 

Client Centered Approach

M Member Firms are recognized leaders in the wealth transfer, executive benefits, and wealth management markets. Through long-term relationships with major product manufacturers, and the expertise of more than 155 leading independent financial services firms, Member Firms are uniquely positioned to deliver customized insurance,benefits, and investment solutions designed for the complex needs of their clients.

Call or email AP MCM for more information about how our consulting team can help you attain your individual or business goals.