Thomas Financial is a prominent financial service firm that has been in operation since 1975. As a member of M Financial Group, which comprises over 140 independent members, the company is dedicated to serving high net worth individuals and growth companies. Thomas Financial leverages its resources and knowledge to deliver unique advantages in the financial world, accompanied by personalized attention. Being part of M Financial Group provides the company with a dynamic business relationship that combines expertise, innovation, and service with products tailored to meet the needs of affluent and corporate markets. The member firms of M Financial Group are among the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining rooted in their communities. It's important to note that securities are offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. Additionally, Thomas Financial is independently owned and operated. While the company's slogan emphasizes its focus on life insurance, employee benefits, wealth management, and retirement planning, it is headquartered in the United States. Although the specific details of the last investment and its investors are not provided, the company's affiliation with M Financial Group and its extensive experience in the industry position it as a noteworthy player in the Financial Services, Insurance, Wealth Management, Life insurance, and Human Resources sectors.
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