57 South Maple Avenue
The M Financial Planning Services team believes it is imperative to provide impartial advice and high-quality service through honest communication and innovative strategies. Our goal is to help you gain a firm understanding of your financial situation and move toward achieving your most important business and personal goals.
We are powered by LPL Financial, one of the leading financial services companies and the nation’s largest independent broker/dealer.* LPL Financial offers us a comprehensive array of tools, resources and technology, which enables us to provide you with objective financial guidance at every stage of life.
* As reported by Financial Planning magazine, June 1996–2019, based on total revenue.
Chartered Financial Consultant
Ted Massaro's mission is to serve the diverse needs of self-employed, family-owned businesses and individuals working towards achieving high standards for themselves and their families.
CERTIFIED FINANCIAL PLANNER ™
Ed believes in the value of financial planning throughout your life, especially during the retirement transition. Select "Read More" to hear more from Ed in his video.
Ever since Anthony joined the financial services industry, one thing has remained constant: his passion for helping clients work towards achieving their financial goals.
Jen is the Marketing Director at M Financial. She joined our firm in 2007 and is responsible for advertising, client communications, online branding, social networking and coordinating special events.
Director of Planning
As a Wealth Management Sales Assistant he assists advisors with comprehensive financial and investment planning, insurance and estate plans.
CERTIFIED FINANCIAL PLANNER™
Eric joined our team in 2014. As a Paraplanning Assistant he assists Scott and the advisors with insurance and estate plans, as well as investment and planning support.