MLP Tax & Financial Services, Inc. was founded in 2004 by Leslie W. Proceviat and Mary-Ann P. Ross. Prior to 2004, their services were provided as employees of both public and private financial services companies. The creation of MLP was motivated by their desire to maintain a personal level of service with their clients, many of whom have been clients for over 30 years!
MLP is focused on providing sound financial advice and the highest level of service. Our mission is to serve and educate our clients with the tools needed to pursue their business and personal financial objectives. We believe our services standards have set the bar for excellence and we are privileged to count among our clients some of the most respected Bay Area companies, their employees, as well as a wide variety of individuals nationwide.
Although we may alter our strategies to stay current with the ever-changing financial world, our core values remain constant and guide us through whatever tomorrow may bring. Our clients are the foundation of our business and for that we go to great lengths to ensure they receive a prompt and courteous response to each and every inquiry. We strive to develop and maintain these strong personal relationships and conduct our business with a commitment for all employees to maintain the highest level of professionalism and integrity.
We are committed to understanding the goals and needs of our clients, responding to such needs with our best advice, innovative solutions and products.
Client engagements are primarily by referral; however to schedule an interview, please contact us at email@example.com or via our contact form here.
State registrations: AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, MT, NM, NV, NY, OR, PA, SC, SD, TX, UT, VA, WA.
Investment services provided by Leslie Proceviat thru National Financial Services / Securities America Inc.
Check the background of this investment professional on FINRA’s broker check here: