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Meridian Financial in Holliston, Massachusetts

Meridian Financial's Website

(508) 429-2600

13 Water Street
Holliston, MA 01746

http://www.meridianfinancial.net

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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

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