Molewski Financial Partners is a member firm of the M Financial Group. As one of the nation's premier financial services companies, M Financial Group serves families with substantial business and/or real estate holdings, corporations and institutional clients. The Member Firms, which include over 100 successful and innovative financial services firms, collectively employ more than 2,000 professionals and hold in excess of $50 billion in assets.

  • M Financial Group was founded in 1978 on the revolutionary idea that each firm’s success could best be achieved through collective efforts by offering a broad range of insurance, investment and executive benefit solutions designed to help their clients meet their financial goals.
  • Member firms are located in all major U.S. cities, which gives their clients access to intellectual capital and relationships nationwide.

As an M Member Firm, we have access to:

  • the resources of a leading financial services organization comprised of firms that are independently owned and operated that are carefully chosen from among the elite leaders in the industry and act as a resource for one another to deal with complex planning issues
  • a portfolio of proprietary products designed and priced specifically for affluent and corporate clients using M Financial Group’s superior mortality, persistency, policy size and expense experience
  • the collective buying power of a company that produced revenues of over $1.5 billion in 2007
  • a team of professionals dedicated to supporting the needs of Members and their efforts to meet complex client needs

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.