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MBRFINANCIAL.COM

MBR Financial

Margolis Brady provides personal financial planning and investment management services to help you create and evolve your wealth strategy

http://www.mbrfinancial.com/

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CONTACTS AT MBRFINANCIAL.COM

Mary Margolis

3525 ●●●●●s Rd.

Ho●●on , Texas, 77005

UNITED STATES

1713●●●●8596
mm●●●●●●●@marymargolis.com

View this contact

Mary Margolis

3525 ●●●●●s Rd.

Ho●●on , Texas, 77005

UNITED STATES

1713●●●●8596
mm●●●●●●●@marymargolis.com

View this contact

Mary Margolis

3525 ●●●●●s Rd.

Ho●●on , Texas, 77005

UNITED STATES

1713●●●●8596
mm●●●●●●●@marymargolis.com

View this contact

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MBR Financial | mbrfinancial.com Reviews
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Margolis Brady provides personal financial planning and investment management services to help you create and evolve your wealth strategy
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1 Mary Margolis
2 Trey Brady
3 Alfred B. Brady III
4 Trey Brady III
5 Alfred B. Trey Brady III
6 Stavis Margolis
7 Stavis Margolis Advisory
8 Margolis
9 Brady
10 Financial planning
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our purpose,our team,investment advisory board,service team,our credentials,recognitions,ethical standards,our planning process,our investment process,our clients,compensation,investment management,insurance,online services,library,calendar,newsletters
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MBR Financial | mbrfinancial.com Reviews

https://mbrfinancial.com

Margolis Brady provides personal financial planning and investment management services to help you create and evolve your wealth strategy

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1

MBR Financial | Our Process

http://www.mbrfinancial.com/process.php

What Sets Us Apart. Lifetime and Estate Planning. No one person has a monopoly on wisdom. By working as a team, you benefit from hearing a balanced view of planning ideas and alternatives to help you make confident decisions. We work with your existing advisors or help you assemble a team of advisors you respect and trust. No investment strategy, such as asset allocation, can guarantee a profit or protect against a loss in a period of declining values. 2000 West Loop South. Houston, TX 77027.

2

MBR Financial | Investment Management

http://www.mbrfinancial.com/investment.php

What Sets Us Apart. Lifetime and Estate Planning. We believe the most valuable investment advice is objective and impartial. Content on this page requires a newer version of Adobe Flash Player. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against a loss in periods of declining values. 2000 West Loop South. Houston, TX 77027.

3

MBR Financial | Our Clients

http://www.mbrfinancial.com/clients.php

What Sets Us Apart. Lifetime and Estate Planning. Our clients vary in age, profession, comfort with risk and their objectives but they tend to share some common traits. Content on this page requires a newer version of Adobe Flash Player. 2000 West Loop South. Houston, TX 77027. What Sets Us Apart. Lifetime and Estate Planning.

4

MBR Financial | Lifetime & Estate Planning

http://www.mbrfinancial.com/planning.php

What Sets Us Apart. Lifetime and Estate Planning. Lifetime and Estate Planning. How We Can Help You. Content on this page requires a newer version of Adobe Flash Player. 2000 West Loop South. Houston, TX 77027. What Sets Us Apart. Lifetime and Estate Planning.

5

MBR Financial | Calendar

http://www.mbrfinancial.com/calendar.php

What Sets Us Apart. Lifetime and Estate Planning. MBR Financial's Schedule of Events. 2000 West Loop South. Houston, TX 77027. What Sets Us Apart. Lifetime and Estate Planning.

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LINKS TO THIS WEBSITE

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Point Of View: October 2010

http://margolisbrady.blogspot.com/2010_10_01_archive.html

What Sets Us Apart. Lifetime and Estate Planning. Musings and news from MBR Financial. Counting on Social Security? I care about our young people, and I wish them great success, because they are our hope for the future, and some day, when my generation retires, they will have to pay us trillions of dollars in social security. Mdash; Dave Barry, America Writer and Humorist. President of the Alliance for Investor Education. Can the baby boomers count on receiving their benefits? The Social Security's actua...

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Point Of View: September 2012

http://margolisbrady.blogspot.com/2012_09_01_archive.html

What Sets Us Apart. Lifetime and Estate Planning. Musings and news from MBR Financial. Embracing Politics as an Opportunity to Teach. By Mary Margolis - September 2012. The top issues are jobs and the economy, with health care as a close second. But websites of the candidates and major publications include at least a dozen more issues including federal deficit reduction, immigration, and our energy policy. Not only is each of these issues complex, but the sheer number of them daunting. Encourage your chi...

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Point Of View: Embracing Politics as an Opportunity to Teach

http://margolisbrady.blogspot.com/2012/09/embracing-politics-as-opportunity-to.html

What Sets Us Apart. Lifetime and Estate Planning. Musings and news from MBR Financial. Embracing Politics as an Opportunity to Teach. By Mary Margolis - September 2012. The top issues are jobs and the economy, with health care as a close second. But websites of the candidates and major publications include at least a dozen more issues including federal deficit reduction, immigration, and our energy policy. Not only is each of these issues complex, but the sheer number of them daunting. Encourage your chi...

margolisbrady.blogspot.com margolisbrady.blogspot.com

Point Of View: September 2011

http://margolisbrady.blogspot.com/2011_09_01_archive.html

What Sets Us Apart. Lifetime and Estate Planning. Musings and news from MBR Financial. Crisis Proportions: Reacting to Market Downturns. The market has been trending downward since July. You've see your account values drop for a while, but in the past few weeks the pace has increased. The headlines are becoming more sensational as the media fuels the fear — Markets Swoon On Recession Fears. Is enough to unnerve most people. What happens to your 401Ks that were getting close to recovering from 2009? All t...

margolisbrady.blogspot.com margolisbrady.blogspot.com

Point Of View: November 2011

http://margolisbrady.blogspot.com/2011_11_01_archive.html

What Sets Us Apart. Lifetime and Estate Planning. Musings and news from MBR Financial. How Much is Enough? Most people pass their assets on to their children from a desire to keep them from going through the same hardships they did. That being said, they may choose to consciously limit what they pass on for fear that their children won't learn the value of a dollar, or of work. A few even disinherit their children because they feel it's important to make them earn it on their own. And what is it that the...

margolisbrady.blogspot.com margolisbrady.blogspot.com

Point Of View: July 2010

http://margolisbrady.blogspot.com/2010_07_01_archive.html

What Sets Us Apart. Lifetime and Estate Planning. Musings and news from MBR Financial. Financial Reform or Foundation for the Next Crisis? On July 21, 2010, President Obama signed into law the Dodd-Frank Wall Street Reform and Consumer Protection Act that he says will end many of the practices that led to the worst recession in the U.S. since the Great Depression. This is Obama's second major domestic reform of the year, after health care. The stated purpose of this legislation is to:. In my opinion, whi...

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MBR Financial

What Sets Us Apart. Lifetime and Estate Planning. We at MBR Financial sincerely hope that you were not affected by the flooding from Hurricane Harvey. If you were, please feel free to contact us with any questions or concerns you may have. The MBR offices were unaffected by the storm so we are fully functional and ready to assist, if need be. The MBR Financial Team. PS If you have flood insurance claims, please click on the attached link. For information on filing flood claims. 2000 West Loop South.

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