M Holdings Securities Inc

Helping Build Goals & Dreams

Becker Suffern McLanahan is a financial planning and investment management firm located in Mandeville, LA. Their dedicated team provides tailored investment management and strategic wealth planning services. Their primary goal is to serve as trusted advisors to their clients, offering comprehensive financial planning solutions. The firm's philosophy revolves around understanding each client's unique financial goals and creating personalized plans to achieve them. Through a meticulous planning process, they aim to build financially secure strategies that protect current needs while preparing for the future in a tax-efficient manner. They specialize in managing assets for individuals, families, businesses, and employers. At Becker Suffern McLanahan, the team, led by Principals Patrick W. Suffern, Brian P. Becker, and Timothy McLanahan, collectively holds over 90 years of experience in the financial services industry. Their expertise spans private wealth management, retirement plans, estate planning, and investment consulting. With a holistic approach to financial services, they strive to ensure every client experiences financial security and confidence in reaching their financial objectives. Generated from the website content

BSM Consulting Group in Mandeville, LA is a dedicated firm providing investment management and strategic wealth planning tailored to each client's individual needs. With a focus on understanding client goals and developing personalized financial plans, their experienced team offers services in financial planning, retirement planning, investment management, and estate planning. Founded by Principals Patrick W. Suffern, Brian P. Becker, and Timothy McLanahan, BSM Consulting Group brings over 40 years of combined experience in the financial services industry. Specializing in private wealth management, retirement plans, and estate planning, the firm aims to help individuals, families, businesses, and employers achieve financial security and confidence in reaching their financial goals.Generated from the website