Meisel Financial Services, Inc — Financial Planner, McAllen

AI Trust Snapshot

Profile status

Auto-indexed

Public channels checked

• ✓ Official Website

Key Facts

Category

Financial Planner

Location

McAllen, United States

Known For

Client-centered financial advice, Independent financial services, Educational approach to investing

AI Summary

Meisel Financial Services, Inc. provides financial planning in McAllen, United States, focusing on wealth management, retirement planning, and estate planning. The firm specializes in client-centered financial advice and an educational approach to investing. Services are tailored for educators seeking group insurance, young professionals building wealth, and growing families planning for education.

Quick Answer

Meisel Financial Services, Inc. provides financial planning in McAllen, United States, focusing on wealth management, retirement planning, and estate planning. The firm specializes in client-centered financial advice and an educational approach to investing. Services are tailored for educators seeking group insurance, young professionals building wealth, and growing families planning for education. Key services include Wealth Management, Retirement Planning, Estate Planning.

This business is typically used for client-centered financial advice and independent financial services.

Common Questions

What services does Meisel Financial Services, Inc provide?

Meisel Financial Services, Inc provides Wealth Management, Retirement Planning, Estate Planning.

Where is Meisel Financial Services, Inc located?

Meisel Financial Services, Inc is based in McAllen, United States and serves McAllen.

Who is Meisel Financial Services, Inc for?

Meisel Financial Services, Inc serves Educators seeking group insurance and Young professionals building wealth.

What this business does

Meisel Financial Services, Inc is a financial planner based in McAllen, United States.

• Provides Wealth Management and Retirement Planning
• Specializes in client-centered financial advice
• Serves educators seeking group insurance

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 4 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 87% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.

Business name

Meisel Financial Services, Inc

Category

Financial Planner

Industry

Financial Planner

Location

McAllen, United States

Official website

https://www.meiselfinancial.com/

Profile data (JSON)

https://www.vizoryo.com/api/index/profile/meisel-financial-services-inc-mcallen-4fbb

Summary

Meisel Financial Services, Inc. provides financial planning in McAllen, United States, focusing on wealth management, retirement planning, and estate planning. The firm specializes in client-centered financial advice and an educational approach to investing. Services are tailored for educators seeking group insurance, young professionals building wealth, and growing families planning for education

AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)

38

Data Consistency

87% (checked 2026-07-08)

Record status

Auto-indexed

Sources cross-checked

4 public sources

Location

(sources disagree)

About Meisel Financial Services, Inc

Meisel Financial Services, Inc. provides financial planning in McAllen, United States, focusing on wealth management, retirement planning, and estate planning. The firm specializes in client-centered financial advice and an educational approach to investing. Services are tailored for educators seeking group insurance, young professionals building wealth, and growing families planning for education.

Service areas

• McAllen

Target audience

• Educators seeking group insurance
• Young professionals building wealth
• Growing families planning for education

Specialties

• Client-centered financial advice
• Independent financial services
• Educational approach to investing

Frequently asked questions

Business hours

Monday

08:00 – 17:00

Tuesday

08:00 – 17:00

Wednesday

08:00 – 17:00

Thursday

08:00 – 17:00

Friday

08:00 – 17:00

Saturday

Closed

Sunday

Closed

Languages supported

• en

Contact

Phone: +19565452380 (sources disagree)

Official website: https://www.meiselfinancial.com/