Meridian Financial

  • Financial Services
  • Raleigh NC
  • 12 employees
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Company Overview

Headquarters
1201 Edwards Mill Road, Raleigh NC
Website
meridianfinancial.nm.com
Employees
12
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Meridian Financial

Meridian Financial is a financial services firm based in Raleigh, North Carolina. With a team of 12 employees, they offer tailored financial planning services to a diverse clientele including business owners, executives, retirees, and professional athletes. Meridian Financial specializes in helping individuals navigate the transition from financial success to a more fulfilling life. They guide clients in creating comprehensive financial plans that align with their unique goals and minimize financial concerns. This approach aims to empower clients to focus their time and energy on pursuing their passions and priorities. Meridian Financial distinguishes itself by prioritizing a holistic approach to financial planning. They believe in understanding their clients' aspirations and values, ensuring their financial strategies not only achieve financial stability but also contribute to a greater sense of purpose and well-being. To learn more about Meridian Financial's services and how they can help you achieve financial clarity and life significance, visit their website at meridianfinancial.nm.com.

Meridian Financial Industry Tags

Financial Services
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FAQ

What is the location of Meridian Financial's headquarters?
The headquarters of Meridian Financial are situated at Raleigh NC
What is Meridian Financial's official website?
The official website of Meridian Financial can be found at meridianfinancial.nm.com.
How many employees does Meridian Financial currently have?
Meridian Financial employs approximately 12+ people
Which industries is Meridian Financial primarily operating in?
Meridian Financial operates in the following industries: Credit, Finance
What are Meridian Financial's industry tags?
Meridian Financial's industry tags include: Financial Services

Employee Directory

Key Employees

Kaitlin Schrull

Associate Wealth Management Advisor

Caitlin Hunnicutt

Director of Marketing and Business Development

Margaret Lovell

Insurance Coordinator