CORPORATE

The Garlikov Companies are a family of closely held advisory services organizations that help create, preserve, and manage financial opportunities for highly successful individuals and corporations. We are:

  • Committed to Excellence
  • Partner with clients and their other advisors
  • Quality Focused
  • Service oriented and proactive
  • Recognized as the "Professionals' Professionals"
  • Responsive to the shifting economic realities of today's world as they are altered by global market conditions and tax reform
  • Cutting edge and at the forefront of change through our national network of leading insurance, tax, investment and legal contacts who enhance and expand our experience
  • Innovative in our financial approach
  • Technologically Focused

OUR COMMITMENT TO EXCELLENCE EXTENDS WELL BEYOND NORMAL STANDARDS AND WE ARE DEDICATED TO SUPERIOR CLIENT SERVICE IN ALL WE DO.

The Garlikov Companies, Corporate

GARLIKOV & ASSOCIATES, INC. and their agents are presently licensed to sell traditional life insurance in AZ, CA, CO, DE, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TN, VA, WI and WV. Insurance services are limited to residents of the above listed states. *Licenses to other states can be acquired with advance notice

Variable life and annuity products, and/or other securities products, may be sold in AZ, CA, CO, FL, GA, ID, IL, IN, KS, , MA, MI, MN, MO, NC, NJ, NY, OH, , PA, SC, , VA, WA, WI and WV. Securities services are limited to residents of the above listed states. *Licenses to other states can be acquired with advance notice

Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Investment Advisory Services offered through GARLIKOV ADVISORS, INC.

GARLIKOV & ASSOCIATES, INC. is owned and operated independently from M Holdings Securities, Inc. GARLIKOV & ASSOCIATES, INC. is a member of M Financial Group. Please go to mfin.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.