Meridian has been doing a great job with managing my portfolio. The team, there is always a pleasure to deal with and has been on top of managing my family's portfolio . Stefanie is a great...
Meridian Advisory Service
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Meridian Advisory Services, LLC is a team of registered investment advisors and certified financial planners based in Charlevoix, MI. With a focus on the growth of their clients' assets, they provide comprehensive financial planning services, specializing in 401(k) management.
As dedicated professionals in the field, Meridian Advisory Services is committed to helping preferred customers achieve their financial goals. With their expertise and personalized approach, they strive to provide the highest level of service and guidance to ensure the success of their clients' investment portfolios.
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My experience was a nightmare with this Meridian!! Stefanie was extremely rude and acted as though I was wasting her time! Yes, I had a lot of questions, but I was looking at investing har earned...
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