Close Close
ThinkAdvisor

Financial Planning > Behavioral Finance

Two Firms Join Marketing Group

X
Your article was successfully shared with the contacts you provided.

NU Online News Service, July 3, 12:20 p.m. – The M Financial Group, Portland, Ore., a financial-services sales marketing coalition, has added two new member firms.

The new member firms are Colorado Financial Group, Colorado Springs, Colo., and The Priestley Company, Birmingham, Ala.

More on this topic

Colorado Financial specializes in estate planning and developing asset transfer arrangements for businesses. J. David Briggs is the president.

The Priestley Company specializes in disability insurance, employee benefits and executive benefits. Mike Priestley is the president, and Priestley and Karen Grace are the principals.