WHO WE ARE

Mezrah Financial is a consulting firm specializing in wealth accumulation techniques, wealth transfer planning strategies, life insurance consulting, employee benefits, non-qualified 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 50 years, since 1966, 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 a buyer for our clients and represent them 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.

Disclaimer
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Mezrah Financial is independantly owned and operated. Mezrah Financial is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship. Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. 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 CA (#OJ13269, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.