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. 
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
AR Insurance License 2110070 and CA Insurance License 0M97047 #7170739.1

McInnes Group, Inc.

Matt McInnes

This department focuses on managing client accounts and maintaining strong relationships to ensure customer satisfaction and retention.

Account Management

This department oversees employee benefits programs, ensuring they meet organizational needs and compliance standards.

Benefits Management

This department manages and oversees all financial services and underwriting operations.

McInnes Group, Inc.

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Account Management

Benefits Management

Financial Services

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