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Financial Planning > Behavioral Finance

Cleveland Firm Joins M Financial

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NU Online News Service, Aug. 16, 2004, 5:47 p.m. EDT

Ownership Advisors Inc., Cleveland, has joined M Financial Group, Portland, Ore.[@@]

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M Financial is a marketing consortium for life insurance agencies and other financial services firms. Ownership Advisors is a firm that helps wealthy individuals and families manage their money.