MEL Consulting Co.

MEL Consulting Co.
Business Genre
Short Business Description
We are an independent, fee-only financial planning firm that focuses on educating and empowering Gen X & Y professionals on their money, experiences and life.
Long Business Description

As a financial advisor, I work with successful people who do not have the time or desire to manage their own wealth. Whether a business owner, corporate executive or busy professional, my mission is to simplify your life, save you time, and streamline the process in order to help you achieve your goals. This is accomplished through a holistic approach:

* Understanding and evaluating your unique situation
* Designing customized solutions that can meet your needs
* Educating and advising you on your complex financial decisions
* Monitoring their accounts

Overall, I strive to develop long-term relationships with my clients in order to provide viable answers to their wealth management equation at every stage: accumulation, preservation, and distribution.

Business Website Address
Business Phone Number
Service Location
Discount offered to WTF members.
Business Zip Code
  • MEL Consulting Co.


There are no reviews yet.

Please login to leave a review.

Send Message

Please log in to be able to send messages to the listing owner.