Founded in 1978, M Financial is a national organization that syndicates insurance purchasing power and technology. As one of the original M Financial Member Firms, TRC Financial has actively participated and contributed to the growth and buying power that exists at M Financial today.

 

TRC Financial is uniquely positioned to serve clients personally and regionally while drawing upon the collective leverage and buying power of each Member Firm’s clients. M Financial provides support in technology, proprietary systems, insurance carrier relationships and market intelligence to give us a distinct advantage in servicing our clients. The alliance between TRC Financial and M Financial gives our clients the entrepreneurial environment of a financial services boutique and the continuity and depth of a major financial institution.

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Our M Financial Partners

Our M Financial partners are strategically located across the country. As one of the original M Financial Member Firms, TRC Financial has actively participated and contributed to the growth and the leverage that exists at M Financial Group.

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• $1.4 billion in new annualized premium placed in 2023

• Sales exceed those of most of the country’s largest insurance companies

• 145 member firms across the U.S., in the United Kingdom, and the United Arab Emirates

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Download the 2022 Annual Report

Download the PDF for an extended version of the report, including financial overviews,

community impact, Member Firm philanthropy, additional achievements, and more.