MFP Financial Services is a family-run wealth management firm with over 35 years of experience. The team, including family members and staff, are dedicated to helping clients build a lasting legacy for future generations. They offer investment advice through Independent Advisor Alliance, LLC, and securities are offered via LPL Financial, a registered member of FINRA/SIPC.
Clients value the firm's honesty, reliability, and personalized approach. The team is known for being diligent, responsive, and knowledgeable, providing clear and easy-to-understand financial guidance. They help clients navigate significant life events such as first-time home purchases, career changes, and retirement planning. Many clients appreciate the warmth and professionalism of the staff, often describing the firm as treating them like family.
Over the years, clients have expressed confidence in the firm's ability to adapt to market changes while keeping their goals in mind. They trust the firm to manage their investments prudently and to offer advice that considers both current market realities and future needs. Overall, MFP Financial Services is recognized for its commitment to client success, offering trustworthy, comprehensive financial services with a focus on long-term security.
Very professional!!!! Everyone was awesome to work with!
September 2026
We started working with MFP years ago with Chris handling our taxes. Soon after they took care of a an investment account and life insurance. Jordan took on a greater roll within the firm and our experience has been great now as it was then. The entire family and staff is awesome and I trust them completely.
September 2026
Knowledgeable, reliable, and customer-focused financial advisory firm.
