Meridian Financial Associates

Meridian Financial Associates is a financial services firm headquartered in Wilkes-Barre, Pennsylvania. They have affiliated offices throughout the Mid-Atlantic region and serve clients nationwide. Meridian Financial Associates employs 10 individuals and generates approximately $3 million in annual revenue. Meridian Financial Associates offers a comprehensive suite of financial services, catering to a diverse clientele including teachers, executives, law enforcement personnel, and business owners. Their services encompass cash flow protection and legacy distribution, aiming to safeguard clients' assets and facilitate their financial growth. Meridian Financial Associates distinguishes itself through its commitment to staying abreast of technological advancements and tax law changes, integrating these insights into their financial strategies. Their approach emphasizes personalized advice tailored to individual client needs and concerns. Interested parties can schedule a consultation with Meridian Financial Associates to explore whether their services align with their financial goals. Securities and investment advisory services are provided through MML Investors Services, LLC, a member of SIPC. Their supervisory address is 7101 Wisconsin Ave. Suite 1200, Bethesda, MD 20814, and their phone number is 301-907-9030.