MFP Financial Services, LLC

MFP Financial Services, LLC MFP Financial Services is a family-owned wealth management office in Safety Harbor, Florida. Member FINRA/SIPC. finra.org sipc.org.

MFP Financial Services, LLC takes a hands-on interest in each project and thinks of clients not only as partners, but friends as well. Our clients range from large companies to one-man shops and from large families to individuals, all who are provided with retirement, tax, college and estate planning. Our past success is the result of identifying innovative investment strategies and from different

iating ourselves from the competition. We have developed a process of evaluating individual’s present financial situations, understanding and identifying financial goals, and analyzing current and future needs. Through providing outstanding service and our commitment to excellence, we have built a solid client base and expanded the business almost exclusively through referrals from satisfied clients. It is our commitment to focus on helping our clients pursue their financial objectives, by assisting them with retirement and asset accumulation needs, as well as explaining planning concepts and ideas in a manner that is easy to understand. We at MFP Financial Services, LLC enjoy what we do for a living and handling a service request is as enjoyable as beginning a relationship with a new client. By removing many of the financial hassles and worries financial planning can bring, we are helping our clients enjoy their lives and improve their well-being, which is what our job is all about! Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Investment Advice offered through MFP Financial Services, LLC, a Registered Investment Advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.mfpfinancial.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We’ve received many reports of very believable scams that look like IRS letters. Please be careful and call us before se...
05/08/2026

We’ve received many reports of very believable scams that look like IRS letters. Please be careful and call us before sending any personal information if you’re unsure if it is legitimate!

05/07/2026
Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to dela...
04/21/2026

Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to delay estate management than women. Even fewer are taking action this year, with 43 percent of those without a will admitting they "just haven't gotten around to it.” In 2025, only 24 percent of survey participants reported having a will, and 4 percent mentioned other estate management documents, a decline from 33 percent with a will in 2022. Time to get it in gear!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, man...
04/14/2026

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, many parents in the U.S. still lack a will to name a guardian for their children. When changes come to the family, updating your strategy becomes super essential!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Address

Safety Harbor, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Alerts

Be the first to know and let us send you an email when MFP Financial Services, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to MFP Financial Services, LLC:

Share