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M Financial Group

M Financial Group Email Formats

Financial ServicesFlag of USM Financial Plaza, 1125 NW Couch Street, United States201-500 Employees

M Financial Group Email Formats

M Financial Group uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@mfin.com), used 72.6% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@mfin.com
72.6%
{first initial}.{last name}
j.doe@mfin.com
27.4%

Key Contact at M Financial Group

Flag of US

Kimberly Michaelson

Executive Assistant to Chief Executive Officer

Company overview

HeadquartersM Financial Plaza, 1125 NW Couch Street, Suite 900, Portland, Oregon 97209, US
Phone number+18006566960
Website
NAICS52
SIC631
Keywords
Employee Benefits, Charitable Planning, Wealth Management, Retirement Planning, Business Planning, Estate Planning, Investment Management, Long-Term Care Insurance, Executive Compensation And Benefits, Disability Income Protection
Founded1978
Employees201-500
Socials

About M Financial Group

With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our 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. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
Senior

Employees by Department

M Financial Group has 134 employees across 17 departments.

Departments

Number of employees

Funding Data

Explore M Financial Group's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2020-04-121$8,400,000

Funding Insights

$8,400,000

Total funding amount

$8,400,000

Most recent funding amount

1

Number of funding rounds

M Financial Group Tech Stack

Discover the technologies and tools that power M Financial Group's digital infrastructure, from frameworks to analytics platforms.

PrestaShop

PrestaShop

Ecommerce

jQuery-pjax

jQuery-pjax

Mobile frameworks

Hotjar

Hotjar

Analytics

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Apple iCloud Mail

Apple iCloud Mail

Webmail

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

Webflow

Webflow

Page builders

Google Analytics

Google Analytics

Analytics

Cookie Script

Cookie Script

Cookie compliance

Frequently asked questions

M Financial Group is located in M Financial Plaza, 1125 NW Couch Street, US.
You can reach M Financial Group at +18006566960.
M Financial Group was founded in 1978, making it 48 years old. The company has established itself as a significant player in its industry over this time.
M Financial Group has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.
M Financial Group has raised a total of $8,400,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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