Goldstein Financial Corporation Joins M Financial Group

Goldstein Financial Corporation provides specialized estate wealth transfer and corporate benefit solutions for clients. The company was founded by its President and CEO Allan Goldstein in 1988 and has since grown to a team of nine. In a press release, M Financial said GFC delivers a “unique consultative planning approach, analytic problem solving, and advanced underwriting skills, as well as access to a wide array of financial products.’

Fred H. Jonske, president and CEO of M Financial, said: “Goldstein Financial Corporation is an excellent addition to the M Community, allowing us to expand our presence in a key part of the country … The team, culture, and commitment of the firm are consistent with M Financial’s values and we are excited by the opportunity to support GFC’s future success.”

Goldstein commented: “The expertise resident within the M network, coupled with access to differentiated solutions customized for our clients, make us more competitive in the marketplace and more effective at serving our clients. This step is an important one for our firm that will benefit the clients and advisers we serve.”

M Financial Group is a financial services design and distribution companies with a network of more than 120 independent insurance, investment, and executive benefit firms in 36 states.