Broker Check

Tailored For You

With over 30 years of financial planning experience,
M Financial recognizes that each of our clients
has a unique set of financial goals,
and we strive to help them work toward those goals.

Our Services

Starting Out

We create real world strategies tailored to your goals. By starting out on the right path now, your future self will thank you. 

Learn more

Building a Plan

With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to pursue them.

Learn more

Staying on the Right Track

Our average client has been with us for over 25 years. We work hard to become your trusted advisor throughout all of life's changes.

Learn more

A Resource for Business Owners

The  do-it-yourself drive that helped your business succeed
may not serve you well when it comes to managing the many
financial issues surrounding your business.

Learn more

Meet Our Advisors

Catherine B. Allen, CFP®

With over 30 years of experience in the financial industry, Catherine is deeply compassionate and is driven to educate and empower people to make informed decisions in their financial lives.

Ted Massaro, CLU
Chartered Financial Consultant

Mr. Massaro has been involved in the areas of financial planning and employee benefits since 1974 when he began his career as an agent.

Edward Garruto, CFP®

Ed believes the independent planner approach is the best for setting recommendations that are in the best interest of the clients.