FAQ

How to choose a Financial Advisor

Choosing the right financial advisor is a huge decision. Therefore if you are selecting, changing, or considering changing your financial advisor you want to obtain the following:
  • An advisor that is professional, knowledgeable, and experienced in a wide range of services.
  • An advisor that puts your interests first, provides personal attention, excellent service, and is easily accessible to answer all your investment related questions.
  • An advisor that takes the time to understand your financial situation and provide services based on your situation, while providing avenues to reach your desired goals and objectives.
  • An advisor that provides detailed easy to understand methods for reaching your financial goals on time and within your means.
  • An advisor that has the ability to reduce day to day financial worries regarding issues such as maintaining a current lifestyle, now and after retirement, and funding your child’s education.

MLP offers you a multitude of financial planning and management services under one roof. Our financial planning services are designed to pursue such objectives as asset accumulation, capital preservation, retirement income, tax reduction, estate planning, and insurance protection. All financial planning and management services are offered through Securities America Advisors, Inc.

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To schedule a consultation, please contact us at +1 408-453-2000 or via our contact link here.

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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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