Jerry Middel

Background

About Jerry Middel

Financial Designs Ltd.(FDL) helps families, individuals, and companies by providing innovative wealth transfer and executive benefits solutions. We have served our clients for more than five decades, offering independent, objective advice. As a Member Firm of M Financial Group, FDL offers clients access to institutionally priced, proprietary insurance products that are unavailable through the traditional retail or brokerage channel. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Financial Designs Ltd. 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. CA Insurance License #0586486 AR Insurance License #290132