Virginia Fleishman - Citizens Bank, Home Mortgages

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.

Experience, intellectual capital and dedicated personal service to help you meet your life goals

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.