Wealth Management Services Investment Management Retirement Planning Education Planning - 529 plans, custodial accounts, etc. Small Business Retirement Plans - 401k, Simple IRA, SEP IRA, etc. Life Insurance, Long Term Care Insurance, Disability Insurance Estate Plan Coordination with your attorney Tax Planning & coordination with your CPA Consolidated Performance Reporting Online Account Aggregation (investments, 401k plan, bank accounts, loans, etc.) |
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Meridian Financial Group is an comprehensive wealth management firm located in Glen Carbon, Illinois. Meridian Financial provides comprehensive services to a client base which includes corporate executives, business owners, medical professionals, retirees, etc. As an independent firm, Meridian Financial Group has the ability to offer a wide variety of investments and insurance products based on the individual needs of their clients. Mission Statement
To serve as a Financial Quarterback for our clients by providing comprehensive financial services and coordinating activities with their other professional advisors. We hope to provide our clients with peace of mind and more free time to focus on their primary business or with family and friends.
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