McDowell Financial Group Employee Directory

InsuranceSouth Dakota, United States2-10 Employees

McDowell Financial Group operates in the insurance sector with a focus on estate and business succession planning for successful individuals and their families. In collaboration with clients and their other trusted advisors, the firm designs tax-efficient strategies aimed at preserving wealth and ensuring a smooth transfer of financial legacies. As a member of M Financial, it belongs to a selective network that provides access to competitive advantages within the industry.

Based in Sioux Falls, South Dakota, the firm is staffed as a small team. Its securities and investment advisory services are offered through M Holdings Securities, Inc., a registered broker-dealer and investment adviser, and the practice is independently owned and operated.

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