Investment Management

Mezrah Financial offers a more hands on approach in the management of your investments compared to the industry. All investment statements are reviewed personally by your financial advisor at least quarterly.

We schedule face-to-face strategy and planning meetings at least once, if not more, per year. This allows us to keep a finger on the pulse of our clients’ investments, objectives, strategies and any changes (i.e., tax laws) that would affect their long-term goals.

We offer management of the following types of investment accounts:

Mutual Fund Portfolios
Annuities
Separate Account Money Management
Variable Life Insurance
401(k) / IRAs

Disclaimer

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.