Today's investment climate offers unprecedented opportunities, but at the same time, can seem dauntingly complex. At Meridian Financial Partners, our mission is to help clients take advantage of those opportunities by providing them with these key tools through our Meridian 360 process:
A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
Simplification and organization of their financial affairs
Ongoing advice and education to help adjust their roadmap when their needs change
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit: www.brileyfin.com/capabilities/wealth/disclosures
Company Details
- Employees
- 2
- Address
- 101 Rue Fontaine, Bldg 3
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.meridian-fin.com
- Keywords
- Lafayette.
- HQ
- Lafayette, Louisiana
- Competitors
- Evans May Wealth.
Meridian Financial Partners Questions
Meridian Financial Partners's website is http://www.meridian-fin.com
Meridian Financial Partners's LinkedIn profile is https://www.linkedin.com/company/meridian-fin
Meridian Financial Partners has
2 employees.
View email and phone details for 2
employees at Meridian Financial Partners.
Meridian Financial Partners's industry is
Financial Services
Meridian Financial Partners's top competitors are
Evans May Wealth.
Meridian Financial Partners's categories are Financial Services
