MPPL Financial

Pete Roth _{on Google}

Mar 15th, 2024

After trying to manage my own investments for a good portion of my life and realizing I was to spread out and it was a lot of work to stay on top of everything, we asked around for investment firm recommendations and kept hearing about MPPL. We've been with them now for about 10 years and they have outperformed what I was doing on my own as well as several market benchmarks. They truly provide professional and friendly service. My only regret is that I didn't find them 20 years sooner.

Peter Heinz _{on Google}

Nov 1st, 2023

MPPL has been our financial advisor for most of our careers. In the early days it was a big decision deciding to invest in planning services, but it turned out to be one of our best lifetime decisions. Anyone can put money away for retirement, but it is so much more than that. They listen and learn about you, your lifestyle and your goals, both short and long-term. Before you know, its time to retire and theyre guiding you through tax planning, pension withdrawals, social security and more. Im not a finance guy and I dont know what I would have done without them.

Martha Merrill _{on Google}

Mar 27th, 2023

I strongly recommend the MPPL team. My husband and I have worked with them for over fifteen years. The team there is ready to answer questions and concerns quickly. Our investment portfolio has grown remarkably well over time. The customer always comes first at MPPL.

Ann _{on Google}

Mar 27th, 2023

MPPL has so much more to offer than retirement services! Money investments are not my strongpoint so I was looking for help with things like planning for my children's education, 401K/IRA investing, and eventually retirement. I was thinking about starting an education account for years and didn't know where to start - MPPL had one set up for us that we began funding in a matter of days. I wasn't looking for a budget to follow, and that is not required.
The people that we have worked with are extremely personable, yet professional. By understanding our personalities and risk level we feel confident that they are looking out for our best interest, and have seen positive results.
Our bi-annual (virtual or in-person) meetings prove that they the experts! They go through market history along with personal results. When finished they also provide recommendations to accounts without any pressure. It is one less (yet big!) thing to worry about!