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Georgia Bruggeman, CFP®
Meridian Financial Advisors, LLC

Tel: 508-429-2600
13 Water Street #2
Holliston, MA 01746

About Meridian Financial Advisors, LLC

Every client presents a financial puzzle. We help them put the financial pieces together in a way that they understand and that makes sense. One of the most frequent remarks clients make after the initial planning process is complete is "I am so relieved". From college funding to Long Term Care we help you develop a secure financial future.

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General Information

Firm Start Year:   1922
Name of Custodial Firm:   TD Ameritrade
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals

Services

Can meet clients in the following ways:   Via Phone, Your Home, Video Conference, Via Email, Video Conference

Firm Information

Advisor's Number of Clients:   123
Assets Managed by Advisor:   $500000

Compensation and Fees

Compensation Methods:   Based on Assets, Hourly, Flat Fee

Education

BS Business Administration   Skidmore College
MBA Finance   Babson College
BA Political Science   Union College
Pre Med   Notre Dame
Economics   Providence College

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