Financial Planning The professionals at McNeil, Levy & Friedman, LP adopt a systematic approach in identifying your financial objectives and developing a customized plan to help get you from where you are to where you want to be… and on time! Carefully listening to what is important to you about your money helps us to effectively and efficiently develop a plan appropriate for you, given your unique needs. However, successful planning does not stop with the implementation stage. It involves on-going monitoring, reviewing and updating to ensure the success of your plan.

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.
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