Meridian Financial in Holliston, Massachusetts
Company Description:
Independent, fee-only CFP specializing in equity analysis and portfolio management also offers insurance needs analysis including long-term care, tax minimization strategies, retirement and estate planning services. Depending on your needs I can develop a comprehensive financial plan or meet with you on an hourly basis.
Services Offered:
Financial Planning
Investment Advisor
Investment Research
Financial Services
Investment Analysis
Portfolio Management
Bond Investments
Preferred Stock
Asset Allocation
Holliston
Ma
Independent
Fee-only
Framingham
Natick
Index Funds
Mutual Funds
Risk Management
Conservative
Cfp
Certified Financial Planner
Registered Investment Advisor
Retirement Planning
Business Information:
Business Sector: | Residential, Commercial |