Meridian Financial Group
Financial Services, 2246 S State Rte 157, Glen Carbon, Illinois, 62034, United States, 1-10 Employees
Phone Number: +16*********
Who is MERIDIAN FINANCIAL GROUP
Meridian Financial Group is a Registered Investment Advisory firm located in Glen Carbon, Illinois. The financial advisers of Meridian Financial provide investment management & comprehens...
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Headquarters: 2246 S State Rte 157, Glen Carbon, Illinois, 62034, United States
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Date Founded: 1999
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Meridian Financial Group
Answer: Meridian Financial Group's headquarters are located at 2246 S State Rte 157, Glen Carbon, Illinois, 62034, United States
Answer: Meridian Financial Group's phone number is +16*********
Answer: Meridian Financial Group's official website is https://carsonallaria.com
Answer: Meridian Financial Group's revenue is Under $1 Million
Answer: Meridian Financial Group's SIC: 6282
Answer: Meridian Financial Group's NAICS: 523940
Answer: Meridian Financial Group has 1-10 employees
Answer: Meridian Financial Group is in Financial Services
Answer: Meridian Financial Group contact info: Phone number: +16********* Website: https://carsonallaria.com
Answer: Meridian Financial Group is a Registered Investment Advisory firm located in Glen Carbon, Illinois. The financial advisers of Meridian Financial provide investment management & comprehensive retirement planning for their clients. Other services education planning, life insurance review, long term care planning, a review of beneficiary designations, an estate plan coordination with the client's attorney, tax planning and coordination with the client's CPA, a review of outside 401k plans to determine if the asset allocation is appropriate and if a Roth 401k option exists. Meridian Financial Group also provides advisory services for small business 401k plans and works closely with a local third party administrator to coordinate all aspects of the plan design and implementation. Sophisticated planning software clearly illustrates to clients if they are on the right path to meet their retirement goals. For clients in retirement, sources of income are examined and compared with living expenses to dimension how long the investment portfolio will last under various market conditions. The best client relationships are ones in which Meridian Financial Group is working closely with the client's other advisers including their estate planning attorney, CPA, banker, etc.
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