Founded by Jim Mendelson, ChFC®, CLU®, Mendelson & Associates Financial Services is an independent firm dedicated to helping clients pursue their long-term financial goals. Operating as an LPL Financial Advisor, the firm provides comprehensive wealth management services including retirement planning, estate planning, investment management, tax strategies, and insurance. Their mission is to foster professional relationships built on integrity, trust, and personalized service to guide clients in making sound financial decisions.

Founded in

United States