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Meridian Financial, LLC

Headquartered in HOLLISTON, MA

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Firm Information

Meridian Financial, LLC is an investment advisor headquartered in Holliston, MA. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $230,731,412 in assets for 542 clients. Meridian Financial, LLC also offers securities analysis services.

Meridian Financial, LLC

13 WATER STREET

HOLLISTON, MA 01746

$230.73M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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securities analysis

Securities analysis

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

MERIDIAN FINANCIAL, LLC has a total of 4 branch locations across the country.
location

DARTMOUTH, MA

location

SHERBORN, MA

location

NORTH EASTHAM, MA

location

HOLLISTON, MA

Advisors at Meridian Financial, LLC

View All 2 Advisors
Unclaimed
Georgia Guyott Bruggeman

CFP®, RA

SHERBORN, MA

View Profile
Unclaimed
Rana L Choubah

CFP®, RA

DARTMOUTH, MA

View Profile

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Disclosures

There are no public disclosures for Meridian Financial, LLC.

Frequently Asked Questions (12)

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