M & D Financial is a reputable financial services firm with over a decade of experience, serving a diverse clientele of over 7,000 clients and multiple communities. They specialize in protecting client capital, providing unbiased professional advice, and managing risk through a wide range of insurance coverage options and investment programs.
Their team of knowledgeable partners, including Accredited Investment Fiduciaries and Certified 401k Professionals, work closely with clients to develop well-diversified portfolios, optimize investment options, and fulfill fiduciary responsibilities. M & D Financial also offers services in retirement planning, including individual and corporate plans, as well as supplemental Medicare insurance and various other insurance policies.
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