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.