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Mezrah Financial
Tampa financial consulting firm offering wealth planning, life insurance, and investment management since 1966.
About
Mezrah Financial is a consulting firm in Tampa that has served clients since 1966. The firm works with individuals and business owners on wealth accumulation, wealth transfer planning, life insurance consulting, employee benefits, non-qualified executive benefit programs, investment management, income preservation, and business planning. They offer full financial planning, fee-only financial planning, estate planning, and investment management services. As part of M Financial's national network of over 135 firms, Mezrah Financial represents clients in the financial services community and stays current on legislative changes that affect planning strategies. The firm serves clients throughout the country from their Kennedy Boulevard location in Tampa.