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  • Wellspring Consulting

    San Jose Office

    2635 North 1st Street Suite 201
    San Jose, CA 95134
    Phone: 408.435.1668
    Fax: 408.456.6768
    Email: info@wellspringfg.com

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  • M Financial Member Firm

  • Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

    Wellspring Insurance Network dba Wellspring Global Insurance Solutions is a Provisional Member of M Financial Group.  Please go to mfin.com/disclosure for further details regarding this relationship.

    Wellspring Consulting and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Florida, Hawaii, Louisiana, Massachusetts, Nevada, New Jersey, New York, Oregon, Texas, and Washington. Residents of other states should consult with a local registered representative for securities products.

    Check the background of your financial professional on FINRA’s FINRA/SIPC. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

    We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

    File # 3510310.1

    Copyright 2020 FMG Suite.

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