Meridian Financial Advisors | Fee-Only Advisors

508 429-2600

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Useful Resources

For our current clients:

Morningstar Portal:  https://fp.morningstar.com

Schwab Log in:  https://client.schwab.com/

The Conversation Project:

http://theconversationproject.org/

The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care.

NAPFA Financial Advisor Questionnaire

NAPFA Questionnaire

Cost of Long Term Care:

https://www.genworth.com/about-us/industry-expertise/cost-of-care.html

Researching Retirement Communities and their financial health:

https://www.nytimes.com/2018/03/09/business/retirement-community-financial-health.html

Information on paying for College:

https://studentaid.gov/

https://bigfuture.collegeboard.org/pay-for-college

Identity Theft Prevention Tips

Identity Theft Protection Tips

National Reverse Mortgage Lenders Association

https://www.nrmlaonline.org

Meridian Financial Advisors​

Serving clients in Massachusetts and New Hampshire

Visit Us At:
13 Water Street, Suite 302, Holliston, MA 01746
3 Main Street, North Eastham, MA 02651
Give Us A Call:
508 429-2600
Email Us At:
meridianfinancial@verizon.net
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Meridian Financial Advisors, LLC BBB Business Review
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Disclosures

Our Affiliations

We are honored to belong to organizations that empower consumers and ensure a high levels of care and service. We support the efforts of leading industry associations like NAPFA and the CFP Board to ensure that advisors avoid conflicts of interests and put clients first. We believe in the fiduciary standard of care as a requirement for the financial advice industry because it holds advisors accountable to their clients. 

Certified Financial Planner Boston MA
NAPFA advisor - National Association of Personal Financial Advisors
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Female Founder Collective Member

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