Comprehensive Financial Advisory Services
DescriptionDate posted: 20-May-2013
For over 15 years, Mr. McKenzie has provided one-stop legal and financial services to his clients, providing more comprehensive planning, at less cost. Whether one wishes an estate plan, financial advice, or fully coordinated financial and estate planning services, this firm is able to provide independent professional assistance. If you're just starting out, or already retired, Mr. McKenzie is committed to developing long-term relationships with his clients, to provide ongoing support and advice throughout the various stages of life.
In January of 2011, Mr. McKenzie was awarded the Five Star Wealth Manager Award by Los Angeles Magazine, an award given to only 2% of of the top wealth managers in the greater Los Angeles area. On February 28,2011, Mr. McKenzie was profiled as a top Southern California wealth advisor in Newsweek Magazine.
Securities and financial advisory services provided through NPB Financial Group, LLC, Member, FINRA, MSRB and SIPC