Financial Services

Daily

Money Management Services

Financial &

Retirement

Planning

Investment

Advisory

Services

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Our daily money managers (DMMs) are experienced, caring professionals. Our objective is to bring clarity and order to our clients' financial lives through the organization and management of income, expenses, budgets, and other financial statements.  We also help our clients to establish and maintain a financial and estate records retention and disposal program.  We can work on a short-term or ongoing basis.


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We take a "team" approach to providing our clients with comprehensive insurance planning as well as retirement & financial planning services. Our combined experience and customized "whole client" planning process makes MMI Financial Group the right choice for people looking for their own personal team of insurance and financial advisors.


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Our investment adviser representatives are bringing institutional asset management and advice to the kitchen table.  We believe that all clients, not just multi-millionaires, deserve to have direct access to the VIP investment services typically used by the wealthy. Let us show you a whole different approach to personalized investment planning.


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Proud Members of:

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Preventing Financial Fraud & Exploitation

According to the Department of Financial Regulations, elder financial abuse has been deemed the "Crime of The 21st Century."  At MMI, we're proactively helping our clients and their families to protect themselves against financial fraud and exploitation.


     Take a few minutes to review the information below:

Fighting Fraud 101:  Smart Tips for Investors

A Guide for Seniors:  Protect Yourself Against Investment Fraud

Financial Elder Abuse:  What to Watch Out For