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Financial Planning > Behavioral Finance

M Financial Expands Circle

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A national marketing group is signing more firms that cater to banks.

M Financial Group, Portland, Ore., says its M Benefit Solutions – Bank Strategies arm has formed relationships with Financial Designs Ltd., Denver, and the executive benefits division of Longfellow Benefits, Boston.

Financial Designs, a new member of the M Financial consortium, sells executive benefit planning services to businesses and community banks, according to M Financial.

Longfellow is not an M Financial member firm, but the company’s executive benefits division will be an M Financial community bank advisory firm, M Financial says.

M Financial is a marketing consortium that represents more than 100 independent financial advisory firms.


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