Full Financial Planning

Mezrah Financial acts as your personal CFO, your buyer and advisor as it relates to any and all financial matters.  We can do everything but run your business.  We use all of our resources and contacts to help improve your situation.  We can also assist with the hiring and firing of your CPA and/or lawyer, including negotiating their fees, as well as any of the following:
  • Assist with buying/selling a business
  • Retirement Income Planning
  • Cost Reduction measures within your business
  • Employee and executive benefits
  • Tax Reduction
  • Asset Protection
  • Wealth Accumulation

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.