Testimonials

“Meridian Financial is knowledgeable, globally minded, highly trustworthy, optimistic as well as conservative, transparent, and client oriented. For these reasons we highly recommend Meridian to you.”

— JILL & SHERWOOD F. —

“We love Meridian Financial because they are so personable, experts in their field, and take the time to explain complex financial planning in understandable ways. We feel great about our future with our own personalized financial plan and always appreciate their responsiveness to any questions we may have. We highly recommend!”

— BILL & MARY T. —

“We recommend Meridian Financial because they are reliable, trustworthy, and have provided us a good roadmap for our future. We feel comfortable working with the advisors and the entire Meridian team. They provide you with the information that you need and never try to sell you on something or pressure you to make any decisions. We are very pleased with Meridian Financial and are confident that we’re in good hands.”

— MIKE & ANN B. —

“We recommend Meridian Financial because they help make the best decisions to navigate your financial future. They listened to our needs and customized a solid plan based on our situation and goals that has helped to take the worry out of our financial future. It’s more than just about money. They treat us like we’re the only client and it’s noticeable that is how the full team makes Meridian Financial work.”

— MIKE & KRISTEN M. —

“Working with Meridian Financial has allowed us peace of mind to not have to worry about our financial situation because we know the team is managing and watching over our plan for us. The team they have built is knowledgeable, honest, and trustworthy, and the succession plan in place has given us comfort knowing we will always be taken care of.”

— FRED & ANN T. —