Close Close

Financial Planning > Behavioral Finance

AM&M Teams Up With M Financial

Your article was successfully shared with the contacts you provided.

NU Online News Service, Feb. 5, 2004, 4:53 p.m. EST – AM&M Financial Services Inc., Pittsford, N.Y., has become a provisional member of M Financial Group, Portland, Ore.[@@]

M Financial is a consortium that now distributes financial services products through 108 independent financial advisory firms.

AM&M is a financial planning firm that has 40 employees and manages about $800 million in client assets. The firm sells retirement services, business succession planning services and estate planning services as well as executive financial planning services.

Russell Achzet, the chief executive of the firm, founded it in 1977 after spending 13 years in the life insurance business.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.