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323 West 39th Street, 11th Floor, New York, NY 10018

212-578-4885
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Meet Our Team

At our firm, we have the client—and only the client—in mind.

Marc Levy

Marc Levy

Financial Advisor

212-578-4885

mlevy@mblfinancialadvisors.com

For over 20 years, Marc Levy has been at the helm of MBL Benefits Consulting. Marc started his career as a Financial Analyst. While holding various positions within the financial advisory profession, he saw a huge need for helping...

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Catherine McGrath

Catherine McGrath

Account Executive

212-578-4885

cmcgrath@mblfinancialadvisors.com

Catherine has over 20 years of experience in the retirement planning and benefits industry. She has been with MBL Benefits Consulting for over 10 years and before that was a Financial Services Representative and Agency Marketing...
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Andrew Margolin

Andrew Margolin, JD

Financial Advisor

212-578-4885

amargolin@mblfinancialadvisors.com

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.