About MLP

MLP's Background

MLP Tax & Financial Services, Inc. was founded in 2004 by Leslie Proceviat and Mary-Ann Ross. Prior to 2004, their services were provided as employees of both public and private financial services companies. The creation of MLP was motivated by their desire to maintain a personal level of service with their clients, many of whom have been clients for over 30 years!

MLP is focused on providing sound financial advice and the highest level of service. Our mission is to serve and educate our clients with the tools needed to achieve their business and personal financial objectives. We believe our services standards have set the bar for excellence and we are privileged to count among our clients some of the most respected Bay Area companies, their employees, as well as a wide variety of individuals nationwide.

Our Commitment

Although we may alter our strategies to stay current with the ever-changing financial world, our core values remain constant and guide us through whatever tomorrow may bring. Our clients are the foundation of our business and for that we go to great lengths to ensure they receive a prompt and courteous response to each and every inquiry. We strive to develop and maintain these strong personal relationships and conduct our business with a commitment for all employees to maintain the highest level of professionalism and integrity.

We are committed to understanding the goals and needs of our clients, responding to such needs with our best advice, innovative solutions and products.

Client engagements are primarily by referral; however to schedule an interview, please contact us at info@mlpfinancial.com or via our contact form here.

wELCOME TO MLP

MLP Tax & Financial Services, Inc. is an
independent tax and financial services
firm that offers tax and investment
management.

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MLP Tax & Financial Services, Inc. All rights reserved. Securities offered through SECURITIES AMERICA, INC., A SEC REGISTERED BROKER/DEALER, MEMBER FINRA/SIPC. ADVISORY AND FINANCIAL PLANNING SERVICES OFFERED THROUGH SECURITIES AMERICA ADVISORS INC., A SEC Registered Investment Advisor. Les Proceviat, Representative. CA Insurance License #0656376. Tax Services Provided by MLP Tax & Financial Services, Inc. MLP Tax & Financial Services, Inc. and Securities America are not affiliated. Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation(s) This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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