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Business Profile

Investment Advisory Services

Meenes Wealth Partners

About

About This Business

Meenes Wealth Partners provides financial planning and investment management services, including ongoing financial advice and personal financial planning projects. The company assists clients with custom-tailored financial planning and evidence-based investment advisory services aligned with specific goals.

BBB Accredited Since: 6/28/2012

Years in Business: 16

Products and Services

Estate Planning, Financial Planning, Investment Management, Risk Management, Tax Planning

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
6/5/2012
Business Started:
1/12/2010
Business Incorporated:
1/12/2010
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Blueprint Financial Planning, LLC

Additional Contact Information

Principal Contacts
Mr. Jeffrey Meenes, CFP, President
Customer Contacts
Mr. Jeffrey Meenes, CFP, President
Fax numbers
Primary Fax: (877) 673-7779

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.

BBB records show a license number of CRD 5982783 for this business, issued by Securities Division

Securities Division

Office Of The Secretary Of The Commonwea, One Ashburton Place, Room 1719

Boston MA 02108

Additional Information

Other Resources
Massachusetts Division of Banks
1000 Washington Street, 10th Floor
Boston MA 02118
Phone Number: (617) 956-1500
https://www.mass.gov/orgs/division-of-banks
[email protected]
Massachusetts Division of Insurance
1000 Washington Street , Suite 810
Boston MA 02118
Phone Number: 617-521-7794
https://www.mass.gov/orgs/division-of-insurance
Securities Division
Office Of The Secretary Of The Commonwea
Boston MA 02108
Phone Number: (800) 269-5428
www.state.ma.us/sec/sct
[email protected]

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