Securities and Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC is an Affiliate Firm of Grenert Financial Group, LLC, a Member Firm of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.
WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AZ,CA,CO,MI,MO,NM,NY,OH,OR,IL,WA. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, NM, and NY only. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.
WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AZ,CA,CO,MI,MO,NM,NY,OH,OR,IL,WA. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, NM, and NY only. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.