Our Purpose

Our team is dedicated to helping our clients achieve their financial goals by understanding their needs, offering industry leading analysis and advice, providing a high level of service and maintaining an ongoing consultative process that exceeds our clients’ expectations.

North Carolina Office

6518 AIRPORT CENTER DRIVE, STE 203
GREENSBORO, NC 27409
PHONE: 336.553.9240

Idaho Office

KETCHUM INNOVATION CENTER
311 FIRST AVENUE
KETCHUM, ID 83340

New York Office

733 THIRD AVENUE FL 15
NEW YORK, NY 10017
PHONE: 212.573.5550

The Power of M

M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 130 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.

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