Meisel Financial Services, Inc — Financial Planner, McAllen
Financial Planner in McAllen — Client-centered financial advice
Financial planner · McAllen, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 1 months ago
Corroborated public sources
- ✓ 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: the same core details (name, phone, address, city, category, website) were found in 4 independent public sources. 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 profile was auto-built from public data and has not yet been owner-verified.
- 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,
- AI readability score
- 38
- Data Consistency
- 87% (checked 2026-07-08)
- Verification Status
- Auto-indexed
- Sources cross-checked
- 4 independent public sources
Location
813 S Main St Ste 403McAllen, Texas
78501
US
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
Verification
Frequently asked questions
What Will You Do With Your Bonus or Windfall?
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What should I do with a bonus or windfall?
This article examines various options for individuals receiving a work bonus or other financial windfalls, helping to guide decisions.
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
Official website: https://www.meiselfinancial.com/