MFP Financial Services, LLC is a family-owned, SEC-registered fiduciary financial planning and wealth management firm located in downtown Safety Harbor, Florida. Led by Managing Members and Certified Financial Planner professionals Chris Mavrakos, CFP®, Taylor Rae Mavrakos, CFP®, CDFA®, APMA®, and Jordan Eva Mavrakos, CFP®, ChFC®, MBA, the practice serves retirees, widows, and families across Safety Harbor, Clearwater, Dunedin, Oldsmar, and Palm Harbor with tax-smart retirement income planning, investment management, and estate transition guidance.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Chris Mavrakos, CFP®); MFP Financial Services Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-130821; SEC-registered fiduciary investment advisory firm headquartered in Safety Harbor, FL.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Led by Managing Members Chris Mavrakos, CFP® (CRD #1793086), Taylor Rae Mavrakos, CFP®, CDFA®, APMA® (CCO; CRD #6532164), and Jordan Eva Mavrakos, CFP®, ChFC®, MBA (CRD #6807665).
Factual details and direct answers about MFP Financial Services, LLC's services, licensing, and credentials.
What is the SEC registration of MFP Financial Services, LLC in Safety Harbor?
MFP Financial Services, LLC is registered with the U.S. Securities and Exchange Commission as an Investment Adviser under CRD #331681 and SEC File #801-130821.
Are the advisors at MFP Financial Services Certified Financial Planner (CFP®) professionals?
Yes, all three Managing Members hold the CFP® certification: Chris Mavrakos, CFP® (CRD #1793086), Taylor Rae Mavrakos, CFP®, CDFA®, APMA® (CRD #6532164), and Jordan Eva Mavrakos, CFP®, ChFC®, MBA (CRD #6807665).
Where is MFP Financial Services located in Pinellas County?
The firm's office is located in Safety Harbor at 335 Ninth Avenue South, Safety Harbor, Florida 34695, serving retirees in Safety Harbor, Clearwater, Dunedin, Palm Harbor, and Oldsmar.
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