BBB Accredited Business Profile

Meridian Financial Advisors, LLC

Meridian Financial Advisors, LLC

(508) 429-2600

Meridian Financial Advisors, LLC

27 years in business
13 Water St Ste 2
Holliston, MA 01746-2375
Fax Numbers
  • (508) 429-2600
Additional Email Addresses
BBB File Opened: 06/04/2007
Business Started: 01/01/1990
Business Incorporated: 03/22/2005 in MA
Type of Entity
Limited Liability Company
Business Management
  • Mrs. Georgia Bruggeman, President
  • Mr. Richard Bruggeman, Vice President
Business Category
  • Financial Planning Consultants
  • Insurance Consultants
  • Investment Advisory Service
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • NAICS: Other Management Consulting Services
  • Estate Planning & Management
  • Taxes - Consultants & Representatives

Products & Services
Financial Advisor
Service Area
We service the following area(s): Massachusetts
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
Methods of Payment
  • Check
BBB accredited business



Meridian Financial Advisors offers financial planning and investment advising including portfolio management, insurance analysis, tax reduction strategies, asset allocation, stock and bond research, estate planning, education funding, and more.

Let's socialize:

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

M: 9:00 AM-5:00 PM
T: 9:00 AM-5:00 PM
W: 9:00 AM-5:00 PM
Th: 9:00 AM-5:00 PM
F: 9:00 AM-5:00 PM
S: Closed
Su: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Meridian Financial Advisors, LLC

Meridian Financial Advisors, LLC


Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed