Molewski Financial Partners

Five reasons affluent families and successful businesses choose us.

The greater the wealth or success of our clients, the more complex their financial situation. It takes a multi-disciplinary and experienced team Not only to execute a sophisticated plan, but to come up with it in the first place. What sets Molewski Financial Partners apart:

  1. Knowledge and Expertise of our specialists—in taxation, finance, investment analysis, portfolio management, actuarial analysis and insurance—all working together to seamlessly integrate their client’s planning.
  2. Custom Solutions that address business, family, tax and liquidity objectives with efficient financial strategies designed for each individual situation.
  3. Remarkable Service that continuously involves clients and their advisors, allowing them to evaluate alternatives and decide how to best accomplish their client’s objectives.
  4. Exclusive, Proprietary Products accessed through M Financial Group, a national organization dedicated to solving the financial needs of the ultra-affluent.
  5. Independent Investment Advice that provides consistent, high-quality recommendations and oversight with a singular focus on continued client success.

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.