Investment Advisor: Meridian Financial Advisors, LLC
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Company: Meridian Financial Advisors, LLC
Contact: Georgia Bruggeman
13 Water Street
Ste. 2
Holliston, Massachusetts, 01746
Phone: (508) 429-2600
Fax:
(508) 429-2600
Website: http://www.meridianfinancial.net
Founded in 1990, Meridian Financial Advisors LLC is a top independent fee-only financial advisor serving the Boston, MA metro area and Cape Cod, MA. The firm is a registered investment advisor (RIA), registered with the Securities and Exchange Commission.
Serves Counties: Middlesex (MA), Norfolk (MA), Worcester (MA)
License #: 119679
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 21-25 Years
Designations: CFP
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Minimal Assest: $250,000
License Type:
Insurance Type:
Disclosure:
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