Financial Planning Consultants
Meridian Financial Advisors, LLC
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Important information
Overview
Meridian Financial Advisors, LLC
13 Water St Ste 2
Holliston, MA 01746-2375
BBB Accredited Since: 10/13/2011
Years in Business: 35
Payment methods:
- Check
- Zelle
BBB Accreditation & Rating
About This Business
Products and Services
Photos and Videos
Business Details
- BBB File Opened:
- 6/4/2007
- Business Started:
- 1/1/1990
- Business Incorporated:
- 3/22/2005
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mrs. Georgia Bruggeman, President
- Mr. Richard Bruggeman, Vice President
- Number of Employees:
- 4
Additional Contact Information
- Principal Contacts
- Mrs. Georgia Bruggeman, President
- Customer Contacts
- Mrs. Georgia Bruggeman, President
- Fax numbers
- Primary Fax: (508) 429-2600
- Additional Email Addresses
- Primary: Email this Business
Licensing information
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.
Additional Information
- Refund and Exchange Policy
- We will provide a pro rata refund of our quarterly fees for clients who terminate our service.
- Other Resources
- Massachusetts Division of Insurance
1000 Washington Street
Boston MA 02118
Phone Number: 617-521-7794; 877-563-4467
https://www.mass.gov/orgs/division-of-insurance - Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
http://www.sec.state.ma.us/sct/sctidx.htm
[email protected]
More Resources
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