MD Financial Services

Financial ServicesTexas, United States2-10 Employees

MD Financial Services is a financial services firm based in Houston, Texas, that focuses on assisting clients across all aspects of their financial lives. The firm emphasizes a hands-on approach to financial advice and aims to build long-term relationships with clients, drawing on the experience of its professional staff. Securities and investment advisory services are provided through Ameritas Investment Corp., with AIC and MD Financial Services operating independently; product availability is limited to certain states. The company notes that representatives from AIC do not provide tax or legal advice, and it cautions clients to review prospectuses before investing. The organization positions itself as serving individuals seeking comprehensive financial guidance rather than offering generic or one-size-fits-all solutions.

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