Where are you today?
Where do you want to
be tomorrow?And, most importantly:
HOW DO YOU GET THERE?
The mission of McNeil, Levy & Friedman, L.P. is to fully understand our clients' financial needs, aspirations and values on an ongoing basis; and to help ensure the fulfillment of their goals through personalized financial services of the highest quality!
We are an affiliation of professionals experienced in financial planning, wealth accumulation and capital preservation techniques, asset management, estate and tax planning, executive compensation and employee benefit programs.
What clearly distinguishes us from most financial professionals is the caring, team approach we use in the analysis, recommendation, implementation and ongoing review process – all aimed at ensuring that our clients attain their financial objectives.
24 Greenway Plaza Suite 525
Houston, TX 77046
Tel: (713) 626-7474
Fax: (713) 626-7476
Email: mlf@mlffinancial.com
Securities offered through Registered Representatives of NFP Securities, Inc., a
Broker/Dealer and Member FINRA/SIPC.
Investment Advisory Services offered through
Investment Advisory Representatives of NFP Securities, Inc. a Federally
Registered Investment Advisor.
McNeil, Levy & Friedman, L.P. is an affiliate of National
Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc Does not provide legal tax advice.
This site is published for residents of the United States only. Registered
representatives and investment advisor representatives of NFP Securities, Inc.
may only conduct conduct business with residents of the states and jurisdictions
in which they are properly registered. Therefore, a response to a request for
information may be delayed. Not all of the products and services referenced on
this site area available in every state and through every representative or
advisor listed. For additional information, Please contact NFP Securities, Inc.
Compliance Department at 512-697-6000