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 differentiating 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.

10/08/2026

Rapid Fire 🔥 Questions with Carter!

10/08/2026
10/06/2026

What should you be reviewing with your financial advisor on a regular basis?

We asked Haley to share her advice on the key areas you should revisit regularly to help ensure your financial plan continues to align with your goals, priorities, and life changes.

Regular conversations with your financial advisor can help keep your financial plan on track as your life evolves.

09/29/2026

What’s one question everyone should ask their financial advisor when meeting with them for the first time?

Watch above to hear Jordan’s answer.

Whether you’re just getting started or reviewing your current financial plan, asking the right questions can help you better understand your financial strategy and what to expect moving forward.

What questions would you ask your financial advisor?

Address

Safety Harbor, FL

Opening Hours

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

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