M Financial Has Member Firms Across the U.S. (2024)

Madison Group, The

5299 DTC Boulevard Suite 1100Greenwood Village, CO80111

39.6205588

-104.8907217

Madison Group, The

Swartzbaugh-Farber & Associates, Inc.

Financial Plaza 9140 West Dodge Road Suite 418Omaha, NE68114

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Koptis Organization, LLC, The

30432 Euclid Avenue #201Wickliffe, OH44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Downey Group, Inc., The

P.O. Box 1460Champaign, IL61824

40.1211828

-88.2434596

Downey Group, Inc., The

Coyle Company, The

Coyle Company Insurance Group, LLC, The

160 Gould Street, Suite 203Needham, MA02494

42.304834

-71.22847677321631

Coyle Company, The

Jones Lowry

R. Marshall Jones, Inc.

470 Columbia Drive Suite E-100West Palm Beach, FL33409

26.7102644

-80.09986690000001

Jones Lowry

GARLIKOV & ASSOCIATES, INC.

The Huntington Center 41 South High Street Suite 3400Columbus, OH43215

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402Woodbury, NY11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Hub International Great Plains, LLC

SilverStone Group, Incorporated

11516 Miracle Hills Drive Suite 100Omaha, NE68154

41.2685833

-96.093882

Hub International Great Plains, LLC

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120Naples, FL34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Tenzing Insurance Strategies

Tenzing Advisors, LLC

20 Pickering StreetNeedham, MA02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

KB Financial Partners, LLC

300 Carnegie Center Suite 240Princeton, NJ08540

40.3100835

-74.6557709

KB Financial Partners, LLC

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430Northfield, IL60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Pfleger Financial Group, Inc.

P. Financial, Inc.

2600 S. Douglas Road Suite 1010Coral Gables, FL33134

25.747722

-80.25473989999999

Pfleger Financial Group, Inc.

Peck Financial

7100 W. Camino Real Suite 403Boca Raton, FL33433

26.3436071

-80.1562675

Peck Financial

Horan Securities, Inc.

8044 Montgomery Road Suite 640Cincinnati, OH45236

39.20142250371401

-84.37053740178283

Horan Securities, Inc.

BoliColi.com

GW Financial, LLC

281 Main StreetReading, MA01867

42.5153602

-71.10330549999999

BoliColi.com

Erben Associates, LLC

300 Beardsley Lane Suite D-200Austin, TX78746

30.3132976

-97.8541355

Erben Associates, LLC

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950Irvine, CA92614

33.6828987

-117.8517942

Chamberlain Group

M/Barrington Corporation

1325 W. Towne Square RoadMequon, WI53092

43.2178027

-87.9257049

M/Barrington Corporation

Teekell Company, Inc., The

8520 Business Park DriveShreveport, LA71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

HEIRMARK, LTD

7005 South Edgerton Road Suite 101Cleveland, OH44141

41.2922659

-81.6398968

HEIRMARK, LTD

McInnes Group, Inc.

3500 W. 75th Street Suite 200Prairie Village, KS66208

38.9934375

-94.6261344

McInnes Group, Inc.

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd FloorPetaluma, CA94954

38.23115050000001

-122.6133938

Carlson Hammond

UFC4Wealth

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980Miami, FL33158

25.8188484

-80.18856939999999

UFC4Wealth

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900Portland, OR97209

45.5237834

-122.6826144

M Benefit Solutions

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800Seattle, WA98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

Arlen Corporation

117 Metro Center Boulevard Suite 2006Warwick, RI02886

41.725456

-71.454494

Arlen Corporation

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500Detroit, MI48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

Legacy Wealth LLC

683 Bielenberg Drive Suite 101Woodbury, MN55125

44.9388501

-92.9522121

Legacy Wealth LLC

Mullin Barens Sanford Financial & Insurance Services, LLC

1421 Emerson AvenueOxnard, CA93033

34.1832399

-119.1634934

Mullin Barens Sanford Financial & Insurance Services, LLC

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

1802 Hamilton StreetAllentown, PA18104

40.5956048

-75.49443409999999

Cornerstone Advisors

Carlson Hammond

Private Capital Financial Advisors, Inc. - Honolulu, HI

The Merchant House 222 Merchant Street Suite 208Honolulu, HI96813

21.3084645

-157.8596643

Carlson Hammond

Enza Financial

6450 Rockside Woods Boulevard South Suite 150Independence, OH44131

41.3932107

-81.6455464

Enza Financial

Ownership Advisors, Inc.

6100 Oak Tree Boulevard South Park Center Plaza I Suite 420Cleveland, OH44131

41.3961765

-81.6626513

Ownership Advisors, Inc.

Pappas Financial

30301 Northwestern Highway Suite 200Farmington Hills, MI48334

42.5091553

-83.32448250000002

Pappas Financial

MBW Group

NBW Co.

706 Second Avenue South Suite 300Minneapolis, MN55402

44.975614

-93.27013699999999

MBW Group

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150Charlotte, NC28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605Denver, CO80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Kibble & Prentice Holding Company

601 Union Street Suite 1000Seattle, WA98101

47.61012729999999

-122.3325754

Pinnacle Financial Group

144 Turnpike Road Suite 110Southborough, MA01772

42.2920162

-71.5184739

Pinnacle Financial Group

Cammon Company

Peabody Plaza 701 Market Street Suite 300St. Louis, MO63101

38.6264788

-90.19238969999999

Cammon Company

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340Bethlehem, PA18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

Legacy Advisors, LLC

5 Apollo Road Suite 100Plymouth Meeting, PA19462

40.1297414

-75.2825966

Legacy Advisors, LLC

DSG Family Legacy Insurance Solutions, Inc.

1340 Valley Vista Drive Suite 200Diamond Bar, CA91765

33.9973496

-117.8365333

DSG Family Legacy Insurance Solutions, Inc.

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550Denver, CO80237

39.6335801

-104.8977265

Financial Designs Ltd.

TCS Insurance Agency, Inc.

100 Smith Ranch Road, Suite 340San Rafael, CA94903

38.0192932

-122.5339439

TCS Insurance Agency, Inc.

Greenberg & Rapp Financial Group, Inc.

1776 On The Green 67 East Park Place Suite 750Morristown, NJ07960

40.7983182

-74.4802395654994

Greenberg & Rapp Financial Group, Inc.

Brown Company, The

175 Derby Street Suite 14Hingham, MA02043

42.1794838

-70.91417009999999

Brown Company, The

Benson Blackburn, an Alera Group Agency, LLC

5150 Tamiami Trail N., Suite 501Naples, FL34103

26.2096333

-81.7992356

Benson Blackburn, an Alera Group Agency, LLC

Queally Group, Incorporated

28 Thorndal Circle Suite 300Darien, CT06820

41.0706594

-73.4804584

Queally Group, Incorporated

Bridge Life, LLC

13986 West Bowles Avenue Suite 200Littleton, CO80127

39.6079985

-105.1557399

Bridge Life, LLC

Valley Forge Financial Group, Inc.

2500 Monroe Boulevard, Suite 100Audubon, PA19403

40.1201184

-75.4160160

Valley Forge Financial Group, Inc.

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101Greenwood Village, CO80111

39.6205293

-104.8907526

AUCTORIS

Becker Suffern McLanahan, Ltd.

1245 West Causeway ApproachMandeville, LA70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200Skokie, IL60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Gateway Financial Group, Inc.

Four PPG Place Suite 600Pittsburgh, PA15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Chernoff Diamond & Co., LLC

725 RXR Plaza East TowerUniondale, NY11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Cypress Strategies

Grenert Financial Group, LLC

C/O 6424 E. Greenway Parkway Suite 100Scottsdale, AZ85254

33.626265

-111.9421726

Cypress Strategies

FINANCIAL CONCEPTS

24 Frank Lloyd Wright Drive, Suite 3050 HAnn Arbor, MI48105

42.3174853

-83.68279249999999

FINANCIAL CONCEPTS

Clary Executive Benefits LLC

20551 N Pima Road, STE 200Scottsdale, AZ85255

33.6730447

-111.8897708

Clary Executive Benefits LLC

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360Lehi, UT84043

40.4298079

-111.8872739

Links Consulting

Krizek Group, The

500 Elm Grove Road Suite 103Elm Grove, WI53122

43.0419415

-88.07903680000001

Krizek Group, The

Eslick Financial Group, Inc.

999 Home Plaza Suite 201Waterloo, IA50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300Birmingham, AL35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Catalyst Solutions Group, Inc.

28 W. Adams Avenue Suite 1600Detroit, MI48226

42.336886

-83.051711

Catalyst Solutions Group, Inc.

McDowell Financial Group

609 East Tan Tara Circle Suite 101Sioux Falls, SD57108

43.489863

-96.71868789999999

McDowell Financial Group

Madison & Main Advisors, LLC

266 Main StreetMadison, NJ07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Heritage Capital Strategies, Inc.

2555 Townsgate Road Suite 105Westlake Village, CA91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900Allentown, PA18101

40.6024487

-75.4701815

Strategic Advisor Group

Thomas Financial Group

5550 West Executive Drive Suite 500Tampa, FL33609

27.9464968

-82.5390441

Thomas Financial Group

MBL Advisors Inc.

301 S. McDowell Street, Suite 1100Charlotte, NC28204

35.2182000

-80.8375725596834

MBL Advisors Inc.

Succession Capital Alliance

4695 MacArthur Court Suite 400Newport Beach, CA92660

33.6705788

-117.8621540

Succession Capital Alliance

Greenberg, Wexler & Eig, LLC

7315 Wisconsin Avenue, Suite 250 EBethesda, MD20814

38.9827812

-77.0928538

Greenberg, Wexler & Eig, LLC

Lyman Group, LLC, The

600 University Street Suite 2328Seattle, WA98101

47.610152

-122.332363

Lyman Group, LLC, The

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225Lafayette, CA94549

37.8911416

-122.1276852

Wallace Advisory Group

Assured Partners MCM

AssuredPartners of Washington, LLC

1325 Fourth Avenue Suite 2100Seattle, WA98101

47.6087579

-122.3359054

Assured Partners MCM

Fieldstone Insurance Group, LLC, The

1 International Blvd, Ste 400Mahwah, NJ07495

41.104443

-74.16115373761292

Fieldstone Insurance Group, LLC

RockBridge Group, LLC

1950 Stonegate Drive Suite 230Birmingham, AL35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

R.O.W. Group, The

Southeast Financial Group, Inc.

2020 21st Avenue South Suite 200Nashville, TN37212

36.13198200000001

-86.80101499999999

R.O.W. Group, The

Mack Financial Group, Inc.

3388 Founders Road Suite 100Indianapolis, IN46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

Peter M. Williams & Company

6735 Conroy Road Suite 218Orlando, FL32835

28.4941872

-81.4741482

Peter M. Williams & Company

Meridian Financial Group, LLC

13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3Fort Myers, FL33912

26.5445752

-81.8395043

Meridian Financial Group, LLC

Waxman Lawson Financial

2314 Woodlawn BoulevardAustin, TX78703

30.2912102

-97.758180

Waxman Lawson Financial

Wellspring Global Insurance Solutions

Wellspring Insurance Network

2635 North First Street Suite 201San Jose, CA95134

37.386464

-121.9293676

Wellspring Global Insurance Solutions

Executive Compensation Group, LLC, The

325 N. Williamson Boulevard Suite 120Daytona Beach, FL32114

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550St. Louis, MO63105

38.647064

-90.3351031

BryanMark Group, Inc.

Dodd Consulting, LLC

PO. Box 4337Stamford, CT06907

41.1012170

-73.5185633

Dodd Consulting, LLC

Winged Keel Group

60 East 42nd Street, 44th FloorNew York, NY10165

40.7521681

-73.97871830000001

Winged Keel Group

Houghton Financial Partners, LLC

210 North CampbellEl Paso, TX79901

31.76097589999999

-106.4847964

Houghton Financial Partners, LLC

Barry, Evans, Josephs Snipes

J.M. Barry & Associates, LLC

6525 Carnegie Boulevard, Suite 402Charlotte, NC28211

35.1548472

-80.8292609

Barry, Evans, Josephs Snipes

Kornreich Insurance Brokerage Services

Kornreich Insurance Brokerage Services Of NJ, Inc.

350 Madison Ave 7th floorNew York, NY10017

40.7547289

-73.9785265

Kornreich Insurance Brokerage Services

Stephens Insurance, LLC

111 Center Street Suite 1410Little Rock, AR72201

34.74785

-92.272449

Stephens Insurance, LLC

Wealth Preservation Partners, LLC

90 Hopmeadow StreetSimsbury, CT06089

41.828831

-72.82272189999999

Wealth Preservation Partners, LLC

Mezrah Financial

Leon M. Mezrah & Associates, Inc.

5350 West Kennedy BoulevardTampa, FL33609

27.9445499

-82.5339584

Mezrah Financial

OneTeam Financial, LLC

331 Newman Springs Road Building 1, Suite 107Red Bank, NJ07701

40.334895

-74.095479

OneTeam Financial, LLC

GDK Company

Greenwald Underwriting Associates

5771 Mayfair RoadNorth Canton, OH44720

40.9135311

-81.4219533

GDK Company

Knight Planning Corporation

2001 Kirby Drive Suite 990Houston, TX77019

29.7478543

-95.4182964

Knight Planning Corporation

Corrigan Company

Protective Financial & Insurance Services, Inc.

32 E Sola StreetSanta Barbara, CA93101

34.4259483

-119.7059336

Corrigan Company

DBP Wealth Advisory Group LLC

1007 BroadwayHighland, IL62249

38.7395892

-89.6786029

DBP Wealth Advisory Group LLC

M Financial Has Member Firms Across the U.S. (2024)
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