Mullin Barens Sanford Financial & Insurance Services, LLC.

Mullin Barens Sanford Financial & Insurance Services, LLC.

Slogan: We deliver innovative executive benefits solutions for you and your key people.

Description: Mullin Barens Sanford Financial and Insurance Services (MBS Financial) is a leading consulting firm that assists companies with 409A and other executive compensation and benefit needs. With over 30 years of experience, the company specializes in crafting plans that balance employee retention with stakeholder interests, improving existing plan design and operation, and providing TPA search services. The company operates under CA Insurance License #0I32306 and is independently owned and operated. It offers Securities and Investment Advisory Services through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Notably, third-party posts found on their profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. The material and opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. The company advises individuals to contact them directly or consult another qualified professional to determine what is appropriate for them. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.

Founded: 2013

Industries: Analytics, Finance, Insurance

Headquarter: United States

Last Investment: No recent public information available.

Last Investment Investors: Not available.