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Melbrod Wealth Management

Melbrod Wealth Management is an independent firm offering our clients a broad range of investment products. Melbrod Wealth Management can handle all of your investment needs. In addition to our insurance offerings, our advisers are registered representatives of National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser.

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Melbrod Financial Services

Our objective is to learn every client’s needs, goals, and financial dreams. By working directly with you we can create a personalized plan that is right for you and your family.

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Locations:
San Marcos – 1132 San Marino Dr. #212, San Marcos, CA 92078
San Diego – 13520 Evening Creek Dr. North #130, San Diego, CA 92128

Tel: 1-855-635-2763   Fax: 1-760-471-6390

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© Melbrod - All Rights Reserved.
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DISCLOSURE

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Melbrod Wealth Management and NPC are separate and unrelated companies.

NPC PRIVACY POLICY