The financial experts at MERIDIAN FINANCIAL SERVICES, INC. have been dedicated to helping clients achieve their financial goals since the company’s inception. With a team of experienced advisors and a wide range of financial services, MERIDIAN FINANCIAL SERVICES, INC. is a trusted source of financial guidance for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment advice
- Offer a variety of financial services to cater to diverse needs
- Guide clients through the ever-changing financial landscape
- Help clients understand and manage potential risks
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MERIDIAN FINANCIAL SERVICES, INC. offers a wide range of financial services to meet the needs of their clients. Whether it is retirement planning, investment management, or tax planning, their team of advisors has the expertise to provide comprehensive and personalized financial solutions.
Client Types
MERIDIAN FINANCIAL SERVICES, INC. caters to a diverse range of clients, including individuals, families, small businesses, and corporations. They understand that each client has unique financial goals and therefore, offer tailored services to meet their specific needs.
Fees & Compensation
MERIDIAN FINANCIAL SERVICES, INC. follows a transparent fee structure and believes in aligning their interests with their clients. They charge a percentage of assets under management or an hourly fee for their services. Their advisors do not receive any commissions, ensuring that their recommendations are free from conflicts of interest.
Background
MERIDIAN FINANCIAL SERVICES, INC. was founded in 2005 by a team of experienced financial professionals who shared a common goal of providing individuals and businesses with reliable financial guidance. Over the years, they have built a strong reputation and established themselves as a trusted financial partner to their clients.
Financial Advisor Disclosures to Know
MERIDIAN FINANCIAL SERVICES, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and disclose any potential conflicts of interest. Additionally, they are required to provide transparency regarding their fees and compensation structure.