The McInnes Group is a multi-faceted Benefits, Marketing, and Consulting Firm composed of Professional Benefits and Financial Services Specialists. Our areas of specialization include design, marketing, implementation, and integration of employer-sponsored plans, including employee benefit plans, 401k plans, defined benefit plans, executive compensation plans, key person, and succession planning. Through our partnerships and affiliations, we are able to provide our clients with reliable financial products and industry-leading resources for corporate and estate planning. We design each plan with your current situation as well as your long term goals in mind.
You've known us as an industry leader in the employee benefits and financial services industries for over 35 years, and we are proud of our past accomplishments, but look forward to our bright future. As we move forward, we are committed to addressing the leadership's entire benefits package to help give you long-term strategic value for the Company, Employees, and Owners.
Securities and Investment Advisory services offered through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA / SIPC. McInnes Group, Inc. is independently owned and operated.
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AR Insurance License 2110070 and CA Insurance License 0M97047