Back in 1986 Lee Meisel started a small business that centered around offering group insurance to educators. As the years went on, our client base grew both within and beyond the educator market, and the demand for additional services and products grew as well. Today, we serve over 1000 clients and provide full service financial services to each client based on their own unique "financial fingerprint". For the last 30 years we have always prided ourselves on putting our clients needs above everything else. When picking a financial advisor, choose one that has the longevity and the history of putting the needs of the client first.

Independence Makes Us Different

Since the beginning we have always maintained our independence from the big companies when it comes to helping our clients. Simply put, we work for the client - YOU. We avoid proprietary products that could limit us in providing objective and honest advice for each individual client. The truth is, some very well known companies still limit their agents to selling only their “in house” products and services (proprietary), without considering or offering other products available in the marketplace that might be better suited for the client. We NEVER offer proprietary products to our clients.

At Meisel Financial Services, our ultimate strength is that we have the freedom to match our client’s needs with some of the world's most well-respected institutional, pension and investment managers, as cost-effectively as possible. When picking a financial advisor, make sure they are independent and have the freedom to offer what is best for you, and not the big company.