Financial Services Provided by Mezrah Financial

Mezrah Financial is a consulting firm specializing in wealth accumulation techniques, wealth transfer planning strategies, life insurance consulting, employee benefits, nonqualified executive benefit programs, investment management, income protection and business planning.

In addition, our goal is to assist clients with reducing taxes, maximizing wealth, enhancing insurance protection and providing for their heirs.

For nearly 40 years, since 1965, our Tampa-based firm has been providing these services to its clients nationwide. The resources and experiences of our firm are devoted to providing a broad range of high quality services in the areas of business and personal financial planning.

We act as buyer and representative in the financial services community. We work together with our clients to review their financial goals and initiatives. We assist in developing and implementing a comprehensive strategy to achieve those goals and initiatives.

Further, we continuously monitor legislative developments to keep our clients apprised of any changes that may impact their planning strategies, helping to ensure that they remain on target for achieving their goals.

We are also part of M Financial's team of over 100 firms throughout the country. M Financial is a national firm that syndicates purchasing power, technology and resources to its broad base of clients. Through M Financial, our clients have access to proprietary ideas and relationships that are unmatched within the industry.

For more information, please visit their website at: www.mezrahfinancial.com

Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CT, FL, GA, IL, LA, MA, MD, MO, MS, NJ, NY, OH, PA, TX, UT, VA, and WA. Residents of other states should consult with a local Registered Representative for securities products.

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

The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources which we believe to be reliable, but are not guaranteed. Mezrah Financial does not warranty, guarantee or make any representations, or assume any liability with regard to financial results based on the use of the information in the site.

The principle place of business and the state of domicile for Mezrah Financial is:

5350 W. Kennedy Blvd
Tampa, FL 33609
(813) 282-3100

*Securities and Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor Member NASD/SIPC
Mezrah Financial is a member of M Financial Group.