MERIDIAN WEALTH + RETIREMENT - Kimberly, Wisconsin

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Meridian Wealth + Retirement: A Comprehensive Overview

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Meridian Wealth + Retirement is a respected financial services firm dedicated to providing comprehensive guidance and support to individuals and families seeking to secure their financial future. Located at 1037C Truman St, Kimberly, WI 54136, and easily accessible with a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, the firm prioritizes inclusivity and convenience for all clients. With a dedicated phone line at Phone: 08304962 and a user-friendly website at Website: meridianwr.com, Meridian Wealth + Retirement strives to be a readily available resource for those navigating the complexities of wealth management and retirement planning. The firm’s commitment to client satisfaction is evident in its offerings, which span a wide range of financial needs.

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Specializations and Services

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Meridian Wealth + Retirement operates as a multifaceted firm, offering expertise in several key areas. Their core competencies include:

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• Financial Planning: They provide personalized financial plans designed to align with individual goals, encompassing budgeting, debt management, and long-term financial strategies.

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• Financial Consulting: Experienced consultants offer tailored advice on a variety of financial matters, helping clients make informed decisions about investments, insurance, and estate planning.

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• Insurance Agency: Meridian Wealth + Retirement provides a diverse portfolio of insurance products, including life insurance, health insurance, and disability insurance, ensuring clients are adequately protected against unforeseen risks.

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• Investment Service: A team of skilled investment advisors works closely with clients to develop and manage investment portfolios aligned with their risk tolerance and financial objectives.

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• Life Insurance Agency: Specialized in securing the right life insurance policies to meet diverse family needs and legacy planning objectives.

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• Stock Broker: They offer brokerage services, enabling clients to actively trade stocks and other securities.

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The firm’s holistic approach ensures that clients receive coordinated support across all aspects of their financial lives. They emphasize a collaborative relationship, working closely with clients to understand their unique circumstances and aspirations.

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Client Experience and Accessibility

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Feedback from clients frequently highlights the firm’s dedication to clear communication and personalized attention. Reports suggest that advisors take the time to thoroughly explain complex financial concepts and answer all client questions patiently and thoroughly. Several clients have expressed appreciation for the advisor's approach, noting a lack of pressure to purchase unnecessary products. This client-centric philosophy appears to be a cornerstone of the firm’s success. Appointments are required, and strongly recommended to ensure sufficient time for detailed consultations and planning.

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Recent Client Needs & Support

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Notably, the firm has demonstrated a strong capacity to assist clients facing significant life transitions. For example, a client recently seeking support after the closure of their company found comprehensive assistance in rolling over their 401(k) and profit-sharing accounts. This level of support underscores the firm's commitment to providing stability and guidance during challenging times. The firm’s ability to handle these complex transactions with care and efficiency is a testament to their expertise and dedication.

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Location and Facilities

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The Kimberly, Wisconsin office provides a comfortable and accessible environment for clients. The wheelchair accessible facilities, combined with the convenient location, contribute to a positive client experience. The office is easily located and offers ample parking. Furthermore, the firm's commitment to accessibility demonstrates its dedication to serving a diverse clientele.

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Online Presence and Resources

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The firm’s website, meridianwr.com, serves as a valuable resource for prospective clients, offering detailed information about the services provided, team members, and investment strategies. The website is regularly updated and provides access to educational materials and tools to assist clients in making informed decisions. The firm actively maintains a Google My Business profile, where three reviews highlight positive client experiences, demonstrating a strong commitment to online reputation management. These reviews consistently praise the advisors’ knowledge, responsiveness, and dedication to client success.

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In summary, Meridian Wealth + Retirement presents itself as a reliable and client-focused financial services provider. Its diverse service offerings, commitment to accessibility, and positive client feedback position it as a valuable partner for individuals and families seeking to achieve their financial goals. The firm’s expertise in areas such as financial planning, investment services, and insurance, combined with its dedication to personalized attention, makes it a strong contender in the competitive financial landscape.

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"summary": "Meridian Wealth + Retirement is a comprehensive financial services firm offering personalized financial planning, investment advice, and insurance solutions with a strong focus on client satisfaction and accessibility.",
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