Udell Associates

Udell Associates, a wholly owned subsidiary of National Financial Partners, is a wealth management firm with extensive experience in estate and trust planning, income tax planning and compliance, philanthropy and risk management. Udell Associates provides a wide variety of estate planning, life insurance services and wealth management services. Its services include risk tolerance assessment, asset management, investment portfolio reviews, annuity strategies, inheritance allocation, charitable gifting, family meeting services, fixed-income strategies and alternative investment options. Its parent company, National Financial Partners, is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. Udell Associates is located in Longwood, Fla.