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Business Profile

Financial Planning Consultants

Meridian Financial Advisors, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(508) 429-2600Email BusinessWrite a Review

About

Important information

Overview

Meridian Financial Advisors, LLC

13 Water St Ste 2

Holliston, MA 01746-2375

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

Find a Location

Meridian Financial Advisors, LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    Meridian Financial Advisors, LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    More InformationWhy choose a BBB Accredited Business?

    BBB Rating

    A+

    Reasons for rating

    • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
    More InformationHow are BBB ratings calculated?

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    About This Business

    Meridian Financial Advisors provides fee-only fiduciary financial advisory services, including financial planning, investment management, and tax planning. The company assists clients with comprehensive financial solutions designed to address all areas of their financial life, focusing on creating personalized plans that match client risk profiles and goals without the potential conflicts of interest associated with commission-based services. Meridian Financial Advisors offers financial planning for a variety of needs, such as retirement planning, estate planning, and risk management, and serves individuals seeking to organize and optimize their financial strategies. The business provides services to commercial customers.

    BBB Accredited Since: 10/13/2011

    Years in Business: 36

    Products and Services

    Financial Advisor, Business Owner Planning, College Planning, Estate Planning, Financial Planning, Insurance Management, Investment Management, Long-term-care Planning, Multi-generational Planning, Retirement Distribution Advice, Retirement Planning, Tax Planning, Widow/Divorcee Planning, Workplace Benefits, Young Professionals Planning

    Business Details

    Local BBB:
    Better Business Bureau in Eastern MA, ME, RI & VT
    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
    Additional Websites
    manta.com/c/mm5l6wr/merid...
    yellowpages.com/holliston...
    Social Media

    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

    Payment methods
    • Check
    • Zelle
    Refund and Exchange Policy
    The business states: "We will provide a pro rata refund of our quarterly fees for clients who terminate our service. "
    Other Resources
    Massachusetts Division of Insurance
    One Federal Street Suite 700
    Boston MA 02110
    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
    https://www.sec.state.ma.us/divisions/securities/securities.htm
    [email protected]
    Business Categories
    Financial Planning Consultants, Financial Services, Tax Consultant, Retirement Planning Services, Investment Advisory Services, Investment Management, Estate Planning and Management, Insurance Consultant, Fee Only Financial Advisor

    Latest Reviews

    • Larry S

      "I have been with Meridian Financial for 9 years, REMOVEDand the team have been such a pleasure to work with. Right from the start they took the time to get to know me and truly listened to what my future plans were and based on that began the process of developing, implementing and monitoring a plan to help me achieve my goals." ... Read full review

    • Jim L

      "We started using Georgia about 5 years before I retired. While I was a semi-financial guy, I was never completely comfortable knowing how our finances would look in retirement." ... Read full review

    View all Reviews

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