There are a multitude of tools such as trusts that can be used to do substantial charitable and tax planning. There are so many avenues that allow you to be charitable while at the same time enhancing your estate and personal tax situation. Please inquire if you would like further details.
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, 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.
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 FINRA/SIPC. Mezrah Financial is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.