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Our Commitment To You

At Meridian Financial, we strive for customer service excellence and an experience like no other.

We are committed to always treating you as a valued client and will provide the following:

Timely Service

When you call or email us, you can expect a prompt reply during business hours.

24/7 Account Access

You have access to view your account information anytime via our website.

Thought Leadership

Throughout the year we will host thought leadership events and webinars around relevant and timely topics.


It is our promise to check in with you once a year, at a minimum, to review your plan and performance toward your goals. You are always able to contact us at any time if you have questions, concerns, or changes happening in your life.

Quarterly Newsletters

We provide a quarterly electronic newsletter with information about Meridian Financial and any pertinent information on financial and economic issues in a quick, easy-to-digest format.

Ultimate Client Experience

Our business is built on trust and relationships. Every member of our team is invested in helping you and your family succeed and meet your goals. We will hold unique and memorable client events to provide us to spend time with you outside of the office.

Our Process in Action