M Financial Group

M Financial is a leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M for over 40 years.

THE M DIFFERENCE

M Financial brings together the best minds in our industry to deliver an exceptional experience for clients.

Our network of independent Member Firms, supported by M Financial Portland and our carrier partners, use their collective power to advance client interests with innovative solutions and deep technical experience. Independent thought leadership. Client advocacy. Exclusive products. A culture of excellence, collaboration, and risk sharing. That’s the M difference.

ALIGNED TO THE NEEDS OF CPAS, ATTORNEYS, FINANCIAL PROFESSIONALS AND THEIR CLIENTS

M Financial is committed to the success of professional advisors served by our Member Firms. We offer industry-leading experience, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients.

THE YEAR IN REVIEW

The Year in Review highlights the achievements and activities of M Financial and our Member Firms during the previous year. View or download for high-level updates on our business, strategic initiatives, and community involvement.

Visit M Financial

https://www.mfin.com/

Disclosure

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Koptis Organization is independently owned and operated. The Koptis Organization is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

File #5622540.2

The Koptis Organization

30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328